The Company
Our client is led by seasoned professionals with decades of experience in financial services, corporate client management, and asset consolidation. Their strategy focuses on building a national brand, delivering cost efficiencies, and eventually developing an asset management arm. They value continuity and client relationships, ensuring a smooth transition for both advisers and clients.
Option – Sell and Go
- Ideal for those looking to fully exit and enjoy the rewards of their hard work.
- Attractive valuation based on market multiples.
- Seamless handover process to maintain client trust.
Option – Sell and Stay
- Perfect for advisers who want to remain involved post-sale.
- Opportunity to be part of a growing brand.
- Retain autonomy while benefiting from shared resources and cost savings.
Value
Our client is prepared to offer up to 4x ongoing fee income. Typical payment structure: 50% upfront, 25% at year one, and 25% at year two.
Benefits
- Offering Share purchase
- Open architecture: clients can remain on existing mandates.
- Existing client charges honoured.
- Strong backing and long-term growth vision.
Requirements
- Clean compliance record.
- You must be a financial adviser with minimum £100m of FuM
Location
Initially focusing on South East with plans to expand nationally.
Call us now on 0208 0044 162 or click Apply
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