Are you an IFA who is an advocate of passive funds based near the South Coast (Sussex) and looking to sell your client bank to a likeminded IFA firm?

The Company 

Our client is an Independent Financial Advisory firm managing more than £40m of Funds under Management. They have open architecture they can access all platforms and agencies with all providers without restrictions so clients can come over on existing mandates. However, they adopt a centralised investment proposition (CIP) favouring passive funds and it would be their intention to migrate clients onto their CIP over a 6-9 month period. They have been established for over 15 years and following continuous organic growth and success, they are now in a position to target IFA acquisitions to help accelerate their growth.

Value: 3.5x – 4x recurring income over a 2 year deal period.

Sale Type: Preference is for an asset purchase

 IFA Client Bank Criteria  

  • Client banks with £15m to £25m FuM
  • Ideally located in or within 30 miles of Sussex. Would consider firms up as far as London too
  • Not interested in client banks which have written Defined Benefit Transfers


  • Competitive multiple of recurring income at 3.5x – 4x
  • Fully independent with open architecture
  • Selling to an established and experienced family firm
  • Clients will be on low cost TERs utilising passive funds


  • Ideally located in or within 30 miles of Sussex. Would consider firms up as far as London too

Call us now on 0208 0044 154 or click Apply  

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