The Company

Our client company was established in 2016 with offices based in Lincolnshire. They have grown their FuM to £130m organically and through acquisitions. They have developed a tried and tested model having completed on 4 previous acquisitions.

The firm have strong financials with funding in place to support their growth plans to acquire up to 12 firms over the next 3 years.

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


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

Typical deal structure of 50% upfront on completion, 25% at 13 months and 25% at 25 months.


  • Open architecture to leave clients on existing mandates whilst new relationships are built with advisers
  • Honour existing charging structures during the deferred buyout period
  • Tried and tested acquisition model which will enable smooth transition of clients to maximise retention
  • Happy with both share and asset purchases
  • Will consider DB transfers subject to file checks via due diligence where transfer advice meets ‘Gold Standard’


  • You must be a Financial Adviser with between £20m to £50m of FuM
  • Clean compliance record with no / few upheld complaints
  • Will consider DBTs as long as this is no more than 20% of FuM



Call us now on 0208 0044 162 or click Apply

Liability and Disclaimer

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.