If you’re a financial adviser considering retirement or a phased step‑back, this opportunity offers a personable, face‑to‑face service culture where your clients can be cared for with genuine attention and continuity.
The Company
Our client company is led by two experienced wealth management partners who currently oversee around £40m of client assets. They maintain a warm, family‑style client experience, with strong local roots and a commitment to in‑person relationship building. Although backed by a national financial services network, acquisition decisions and client servicing remain fully in the hands of the partners, ensuring a personal and consistent transition for any incoming client bank.
Option – Sell and Go
Ideal for advisers wanting a clean exit:
- Smooth, respectful client handover
- No requirement for you to remain post‑completion
- Clients can remain on their existing products and mandates
Value
The acquirer is offering competitive multiples from 3.5× ongoing fee income, with the potential to reach up to 6× for high‑quality, well‑matched client banks.
Payment structures are typically 50% upfront, 25% at the end of year one and 25% at the end of year two.
Benefits
- Attractive, competitive acquisition multiples
- Asset purchases only
- Ability to retain clients on existing products
- Not contingent on moving assets to a new platform
- Existing client charging structures honoured
- Relationship‑driven, face‑to‑face servicing
Requirements
- Typically seeking £5m–£50m FuM
- Ideally min average holdings of £200k
- Clean compliance history
Location
Strong preference for opportunities in the Northeast
Call us now on 0208 0044 162 or click Apply
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