Do you have a HNW client bank of City professionals and want a specialist in this arena to continue providing expert advice?

The Company – Our client is a high performing wealth management business based in the City of London, whose principal has consistently been awarded as one of the top Advisers for initial advice fees within one of the UK’s leading and most successful Wealth Management companies. Their team of Wealth Advisers has grown to 24 high calibre professionals.

They provide a wide range of expertise and knowledge in helping their clients, who are predominantly city professionals, achieve their financial aims and aspirations as well as provide them peace of mind for the future. They offer a seamless service of quality, professionalism and expertise across all aspects of wealth management with a philosophy to build strong, trusted and long-lasting relationships with their clients.

Options – Buy-out (sell and go)

They are keen to grow through the acquisition of HNW client banks comprising of high earning city professionals. Ideal acquisition size is c£500k consideration.

Value

Negotiable – Generally 3 – 4 times recurring income with 50% upfront and remaining 50% payable in 12 / 24 months

This is an ideal opportunity if you:

  • Are considering retirement / semi-retirement
  • Want a fair price for your client bank
  • Would like a high performing wealth management business led by one of the top Advisers within a leading wealth management company to takeover the servicing of your clients
  • Would like a structured, simple handover that is sensitive to your clients

Benefits

  • Highly commended firm based within the City of London
  • Large team of high calibre professionals
  • Experts in dealing with HNW individuals and assisting them with wealth management solutions

Criteria

You must be a Financial Adviser, with a client bank of high net worth, city professionals

Locations

City of London

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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