The Company
This established independent advice firm has been operating for approximately 25 to 30 years and has built a strong reputation for long term client loyalty. The business currently manages close to £500 million of funds, with 11 advisers who still have capacity to onboard additional clients. The firm is well structured to ensure a smooth and personal handover for incoming client banks.
Option Sell and Go
- Ideal for advisers planning to retire and wanting reassurance that their clients will receive ongoing, relationship centred support
- A structured handover process that emphasises continuity and client comfort
Option Sell and Stay
- Suitable for advisers wanting to remain involved for a period or continue advising a portion of their client bank
- A supportive setup that allows advisers to concentrate on clients without administrative pressure
Value
The acquirer is prepared to offer competitive valuations, typically around 4 times ongoing fee income for the right client bank. Payments are usually made over 2 years in 3 equal instalments, reflecting their previous transaction model.
Benefits
- Only interested in asset purchases
- Open architecture available enabling clients to remain on existing mandates
- Will honour existing charging structures where appropriate
- Flexible ongoing fees including the ability to offer reductions or flat fee arrangements
- Funding available through internal reserves with optional lending if required
- Comfortable managing clients who have already completed DB transfer advice
- No minimum client size and open to a broad mix of client profiles
Requirements
- Generally seeking client banks up to approximately £100 million of funds under management
- Must have a clean compliance history
- Will consider books containing clients who have completed DB transfer advice
- Suitable for advisers who value long term relationships and high touch client service
Location
Preferred opportunities are in or around Taunton
Call us now on 0208 0044 162 or click Apply
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