Are you an IFA based in London or East England looking to retire and sell your client bank to a well-established firm?
Sell and retire – acquisition option
This option would suit Financial Advisors with £5m to £20m FuM considering retirement and would like to handover clients to an experienced IFA for ongoing servicing.
Our client is a Directly Authorised, Independent Financial Advisory firm managing £27m Funds under Management. They have been established for 10 years and are looking to grow through Acquisitions with their short-term goal being to reach c£40m FuM.
Acquisition Deal Value
Happy paying 3.5 to 4 times recurring income with a payment structure over 2 years. They are open to both asset and share purchases.
IFA Client Bank Criteria
- Would consider firms with £5m to £20m FuM
- Ideally located in London or East England
Financial Advisor Client Acquisition Benefits
- Fully independent firm with open architecture
- Competitive multiple of recurring income
- Existing charging structures will be retained during the deferred buy-out period
- Deals are non-contingent of moving client to a centralised investment proposition
London, Essex, Suffolk & Norfolk
Call us now on 0208 0044 162 or click Apply
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The information contained in our advert including any valuation calculations and percentage of up front and deferred payments are given in good faith and Premier Jobs UK Ltd uses all reasonable efforts to ensure that it is accurate; we give 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 Premier Jobs UK Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert