Are you a Financial Adviser looking for an acquisition exit strategy with a highly successful Chartered firm of IFA’s based in Northern Ireland?

The Company

Our client is based in Northern Ireland and has built a respected reputation as part of one of the UK’s largest independent, Chartered financial planning firms in the UK. Established over 10 years ago, they went on to becoming one of the first Chartered firms in the region. The Northern Ireland business is proud of their Chartered and Independent status with both of the owners holding Level 6 and five of their IFA team of 11 within 1 exam from attaining Chartered status. Through building long term relationships with their clients, they have amassed over £200m of Funds under Management! Appearing regularly in the press, as a specialist commentator on financial planning issues the firm extends its expertise in all areas of personal and private financial planning as well as advising corporate clients on their employee benefit and group pension requirements.  Offering independent ‘whole of market’ advice, there is no requirement to amend retrospective advice.

Exit Strategy Option – Sell and Go

They are interested in acquiring Financial Advisers acting as sole traders or small IFA partnerships who are seeking retirement. You would benefit from a local financial planning business with the established infrastructure in place to seamlessly takeover the servicing of your clients; whilst benefitting from a capital event for your client bank.

Acquisition Option – Sell and Stay

If you are an existing Financial Adviser and own your client bank, you could receive a capital event for your clients and continue to work within a highly effective financial planning business. Through their established infrastructure, you would benefit from the compliance burden being lifted off your shoulders, backed by their dedicated paraplanners and administrators and be part of their positive team environment to share ideas.

Acquisition Option – Deferred Sale

A further option available is to join the firm with a deferred sale and purchase agreement in place. This would enable you to ensure optimum value is achieved during your period of deferment.

Value of your client bank

  • Circa 3 – 4 times your recurring income

This is an ideal opportunity if you:

  • Are looking for a local business based in Northern Ireland that has an established office in Country Antrim
  • Want a fair price for your client bank
  • Looking for an independent financial advisory firm that will not require you to shoehorn your clients
  • Take away the hassle of compliance, GABRIEL returns, FSCS levy etc
  • Only want to deal with a financially sound firm that has the backing of a highly profitable parent company offering scalability and additional credibility
  • Integrate with the Group’s state of the art IT systems and infrastructure will allow a seamless transition for clients


Northern Ireland

Call us now on 0208 0044 162 to discuss this further

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.