The Company
Our client is a dynamic and growth-focused financial planning practice. With a small, dedicated team, they have full funding in place and a strong appetite for strategic acquisitions. Their ethos centres on retaining and servicing clients directly, ensuring a smooth transition and long-term relationships.
Options
Sell and Go
- Ideal for those looking to fully exit the industry.
- You want a fair and highly competitive price for your client bank
- You would like a structured, simple handover that is sensitive to your clients
- You only want to deal with a financially sound and highly reputable Independent Financial Advisory firm
- You want your clients to be looked after by local IFAs
Value
Our client typically offers 3x to 4x ongoing fee income. Payment terms often follow a 50/25/25 payable over 2 years.
Benefits
- Flexible on deal structure for the right cultural fit.
- Happy with asset purchases.
- Open architecture – clients can remain on existing mandates.
- Existing charges honoured.
- Funding available for quick completion.
- Legal support through trusted solicitors.
Requirements
- Clean compliance record.
- Typically seeking businesses with £30m–£50m FUM and around 200 clients.
- Preference for higher average holdings and strong client relationships.
- Will consider DB transfers where compliant.
Location
Primarily London and South East
Call us now on 0208 0044 162 or click Apply
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