The Company

Our client company has been established for c20 years and has strong financial backing from a Private Equity investor. With 21 offices across the UK, they have a fantastic national footprint while benefiting from local regional hubs giving clients a more personable service. Providing wealth management and financial advisory services to over 50,000 clients in the UK. These services are delivered by 150 financial advisers. They now look after c£10bn of FuM and are looking to expand further.

They have an excellent track record with over 80 acquisitions under their belt with a first-class retention rate of clients, which means your clients will be well looked after. Whilst the firm have their own in house discretionary fund managers they continue to provide full independent financial advice where around 25% of their assets are managed by their own fund managers which demonstrates they aren’t looking to shoehorn clients into it.

Option – Sell and Go

This is ideal if:

  • You are considering retirement
  • 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

Option – Sell and Stay

This is ideal if:

  • You are considering semi-retirement
  • You would like to give up running your advisory business, however, not ready to stop advising
  • You want to create a capital event with a highly competitive price for your business with ongoing remuneration for continuing to advise
  • You would like open architecture to allow your client to migrate on existing mandates where these best meet the clients’ needs


For smaller firms, generally a multiple of up to 4x of ongoing fee income.

For larger firms, a multiple of 8x – 9x EBITDA

Typical deal structure of 40% upfront on completion, 20% at 12 months and 20% at 24 months, 20% at 36 months


    • Independent Financial Advice
    • Open architecture to leave clients on existing mandates whilst new relationships are built with advisers
    • Deals are non-contingent to moving clients to in-house DFM / centralised investment proposition
    • Will honour existing charging structures unless below 0.5%
    • Proven track record in both acquisitions and retaining clients
    • Happy with both share and asset purchases 
    • Will consider DB transfers subject to file checks via due diligence where transfer advice meets ‘Gold Standard’
    • Happy to consider retaining staff and offering improved benefits where staff matter so to retain staff they are given the right incentives to motivate them and support their growth.
    • Will buy businesses where the owner is looking to exit in the short to medium term, and for people who are looking to stay on and grow their firms; harnessing the opportunities that being part of a larger company brings.
    • Every business is unique, so every deal is carefully tailored to the needs of each individual seller.
    • You can expect total transparency throughout the process, with no unwanted surprises or trust-breakdown due to a lack of communication or understanding.


  • You must be a Financial Adviser, with minimum EBITDA of £250k
  • Preference for minimum average holdings per household of £250k
  • Clean compliance record with no / few upheld complaints



Call us now on 0208 0044 162 or click Apply

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The information contained in our advert including any valuation calculations and percentage of up front and deferred payments are given in good faith and Premier Jobs UK Ltd uses all reasonable efforts to ensure that it is accurate. However, Premier Jobs UK Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Premier Jobs UK Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert.