The Company

Our client is a newly established company based in Buckinghamshire who have strong financials with funding in place to help them achieve their long term goal of £300m – £400m FuM.

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

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 Independent Financial Advisory firm
  • You want your clients to be looked after by local IFAs

Value

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

Typical deal structure of 50% upfront on completion, 25% at 12 months and 25% at 24 months

Benefits

  • 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
  • Will consider DB transfers subject to file checks via due diligence where transfer advice meets ‘Gold Standard’

Criteria

  • You must be a Financial Adviser with up to £100m of FuM
  • Ideal average holdings per household of £200k
  • Clean compliance record with no / few upheld complaints
  • Will consider DBTs subject to due diligence

Location

South East

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.

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