Reference: 27105 | Region: Selling , South East | Price: c£600,000 | Funds Under Management: £20,000,000 |
Recurring Income: £130,000 | No of Active Households: 57

This Chartered Financial Advisor is a self employed Registered Individual and as they are approaching retirement age are now looking to sell their client bank (asset sale) and create a capital event. They are happy to consider a sell and go or stay on advising during any deferred buyout period.

They have a client bank with c£20m FuM generating c£130k in recurring income. Servicing c57 client households with average holdings of c£350k.

The advisor has written 12 DB Pension Transfers. None of the transfers were for clients under the age of 50 and all cases have been through stringent compliant checks before being signed off. All are still active HNW clients who continue to be happy with their advice therefore these are deemed low risk cases where any ultimate risk will not lie with the Adviser, but with the national IFA company who backed the advice.