Are you a Financial Adviser considering your exit over next 1 – 5 years and would like to achieve up to 4 times recurring income?!

The Company

Our client is a well-established UK Wealth Management business that has grown to a large team of advisers spread across the UK, including Scotland and Northern Ireland, since forming in 2006. With a national footprint they can provide advice via local Financial Advisers. Because of utilising economies of scale this means that preferential terms may be passed on to Advisers and clients. As part of their client promise, they are committed to high ethical standards and will always put the clients’ interests first. Offering 3 levels of advice whichever suits you the best: Restricted, Restricted Whole of Market with open architecture or Fully Independent.

Deferred Sale – up to 4 times recurring income!

If you are considering your exit strategy and would like to retire within next 1 – 5 years, this deferred purchase could be an ideal option, by achieving a sale of up to 4 times your recurring income!

At the outset when you join the network, you will have a contract agreed setting out the terms of a practice buyout during the next 1 – 5 years – leaving you to decide when you want to exercise the sale. During the initial period of joining you will be able to position the new proposition with your clients and obtaining new client fee agreements and being supported with novation processes. This will be followed by a comprehensive succession plan carried out with our client to ensure maximum benefit to all parties. This will include: taking time to understand your clients; identifying their most appropriate Adviser(s) so that you can co-head client meetings to create a smooth handover when the time is right to do so.

In addition, whilst you work towards your retirement date, you will be supported in helping to grow your business further, with a dedicated Business Support Manager at your side plus ‘at cost’ paraplanners, if required.

Locations

Anywhere across England, Scotland, Wales or Northern Ireland (they have local Advisers across the UK)

Value

  • Bespoke deal can be negotiated
  • Up to 4 times recurring income due to the succession plan put in place and smooth handover – minimising risk of losing clients for seller and buyer!
  • Formula to calculate consideration price agreed on day of joining, with ability for you to exercise whenever you are ready
  • Paid over typically 24 month period

This is an ideal opportunity if you:

  • Are looking to organise your exit strategy within next 1 – 5 years
  • Would like to oversee the client handover
  • Would like one of the highest multipliers available in the UK IFA Acquisition market currently
  • Opportunity to uplift your recurring income level, in turn boosting your consideration price!

Benefits

  • Wealth Management firm with a mortgage division to cater for all of your clients’ needs
  • Offices based across the UK available for Advisers’ use
  • Have established strong operational strength to meet the challenges today and in the future
  • Operating with no debt and financial robustness
  • No disruption to clients

Criteria

You must be a Financial Adviser, with minimum £5m of Funds under Management

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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