Established financial adviser with over 30 years of experience seeks to retire and find a suitable home for loyal clients.

Based in Devon, this sole trader manages £8.5 million in funds under management, primarily through Aegon, Standard Life, and Aviva platforms. With a recurring income of £60,000 and c40 client households, the average client holding is c£200,000. The client base is predominantly located in Devon, with a few in Cornwall, London, and Bristol. Most clients are approaching or in retirement. This opportunity offers a chance to acquire a well-established practice with long-standing client relationships, some spanning over 20 years. The adviser is open to flexible exit strategies, including earn-out structures, to ensure a smooth transition for clients.