Are you a Financial Adviser looking to retire and want your clients to be serviced by an experienced IFA based in Guildford?
The Company – Our client is an Independent Financial Adviser based in Guildford and he has been providing financial advice for over 22 years. Before becoming an Independent Financial Adviser 4 years ago, he had a very successful and fulfilling career at the Royal Bank of Scotland before they decided to stop giving Independent Financial advice. Providing a truly Independent service (access to everything in the market) is extremely important to him as, at all times, he wants to be able to source for his clients, the very best financial products and services that is available. Through this flexibility he is able to provide bespoke, personalised solutions for any circumstance and build and maintain trusting long term relationships with his clients.
Our client is an Appointed Representative of a highly successful, directly authorised independent specialist network focusing on high net worth private clients. They are an award-winning business that offer an exclusive network for high calibre IFA’s and have currently grown a strong national footprint with over 120 IFA’s across the whole of the UK. The network is a wholly owned subsidiary of FTSE 250, leading fund manager, managing over £35 billion of assets for clients. Through their intervention with the acquisition you will have the comfort of financial strength and security of dealing with a highly reputable organization.
Options – Immediate Buy-out
He is keen to grow his client bank by acquiring clients from a retiring IFA or someone wishing to exit financial services. He has the capacity to ideally acquire a high net worth client bank with £15m – £30m of Funds under Management.
Value – 3.55x recurring income paid over 3-year period
This is an ideal opportunity if you:
- Are considering retirement / semi-retirement
- Want a fair price for your client bank
- Would like a structured, simple handover that is sensitive to your clients
- Only want to deal with business that underpins the buy-out that is profitable and free from any debt
Benefits
- Directly authorised, independent specialist financial advice company focusing on high net worth private clients.
- The network use Simplybiz for their compliance and IT portal.
- Whilst our client frequently recommends a discretionary fund management service to his clients, using a panel of leading DFM’s, there is open architecture to continue managing your clients’ investments through independent financial advice.
- Access to offices in London, Aberdeen, Birmingham, Bristol, Cambridge, Chichester, Edinburgh, Exeter, Falmouth, Jersey, Kendal, Launceston, Liverpool and Winchester.
Criteria
You must be a Financial Adviser, with a high net worth client bank with £15m – £30m of Funds under Management.
Locations
Guildford, Surrey
Contact us: Call us now on 0208 0044 162 to further discuss this opportunity, or email us at [email protected] with your interest and details to receive a call from one of our Senior team.
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 IFA Acquisitions Ltd uses all reasonable efforts to ensure that it is accurate. However, IFA Acquisitions 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 IFA Acquisitions Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert.