Are you looking to be acquired by an individual IFA based in Caterham, Surrey?

The Company – Our client is a self-employed Independent Financial Adviser based near Caterham, Surrey. Degree educated, our client has over 10 years’ experience in Financial Service, initially via one of the UK’s largest home service financial advice businesses where he developed a loyal client bank by helping his clients protect their future, grow their wealth and build a financially secure retirement. With the last 6 years as an IFA, he has developed his client bank by offering fully independent advice, which means he is able to select products for clients from the whole of market. With such a wide choice of companies, investments and saving tools the customer can be reassured that they are not simply being provided with a standard recommendation and are getting tailored advice.

Options – Buy-out (sell and go)

Our client is keen to grow his client bank through the acquisition of clients from a retiring adviser, with ideally £5m – £10m of Funds under Management.

Value

Negotiable – Generally 3 – 4 times recurring income

This is an ideal opportunity if you:

  • Are considering retirement / semi-retirement
  • Want a fair price for your client bank
  • Would like an individual IFA based in Surrey, who will be dedicated to maximising the outcome of the acquisition of your clients
  • Would like a structured, simple handover that is sensitive to your clients

Criteria

You must be a Financial Adviser, with a client bank of £5m – £10m Funds under Management

Locations

Caterham, 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 on target earnings information 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.

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