The Company
This is an established financial planning firm with a consistent growth record and a clear focus on delivering face to face advice. The business is supported by a full time paraplanner and administrative team, providing a smooth operational structure with capacity to integrate a well run advice business.
Option Sell and Stay
• Suitable for advisers wishing to remain for 2 to 8 years
• Significant reduction in administrative, operational and regulatory burden
• Supportive environment where advisers can continue delivering advice without compromising their preferred style
Value
Generally around 3.5 to 4x ongoing fee income. Deals typically blend an initial payment with a deferred structure linked to client retention and a smooth handover.
Benefits
• Open to share or asset purchases depending on the seller’s structure
• Open architecture available so clients can remain on existing investment mandates
• Willing to honour current charging structures
• Strong paraplanning and administrative support to reduce workload
• Continuity of face to face client service
• Flexible exit and transition timelines
Requirements
• Ideally seeking businesses with approximately £10m to £15m FuM
• Clean compliance record essential
• Preference for firms with strong client relationships and organised processes
Location
Kent, with consideration for surrounding areas where there is strong cultural and service alignment.
Call us now on 0208 0044 162 or click Apply
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