The Company

Our client company was established in 2014 and has grown their FuM to c£20m organically. They are looking to continue to grow through acquiring small client banks and have strong financials with funding in place to support their growth plans.

Offering independent financial advice with open architecture to enable clients to stay invested on existing investment mandates.

Currently, our client is an AR, but would consider acquiring a directly authorised business suitable for change in control to take over the DA business and move his own clients into that.

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 where the purchaser will provide ongoing advice to your clients
  • You only want to deal with a financially sound Independent Financial Advisory firm with circa 10 years of running their own IFA business


Generally a multiple of 3.5x to 4x of ongoing fee income.


  • 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
  • Honour existing charging structures during the deferred buyout period
  • Happy with both share and asset purchases


  • You must be a Financial Adviser based along the M1 corridor
  • Clean compliance record with no / few upheld complaints


M1 corridor Luton / Northampton / Leicester

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.