Are you a Retiring Financial Adviser looking to sell your client bank to an established wealth management firm?

The Company

Our client company is directly authorised and was established in 2013 with offices based in Devon. They have grown their FuM to £105m through acquisitions with 5 advisers and 7 support staff. Their proposition is client focused, offering both in-person and video review meetings to meet their clients needs. 

Offering independent financial advice with open architecture to enable clients to stay invested on existing investment mandates

The firm have strong financials with funding in place to support their growth plans through acquisitions.

They have an excellent acquisition track record by having undertaken 3 previous acquisitions, where they have developed a tried and tested model of retaining clients.

Option – Sell and Go

This is ideal if:

  • You are considering retirement
  • You would like a structured, simple handover that is sensitive to your clients
  • You only want to deal with a financially sound and highly reputable Independent Financial Advisory firm
  • You want your clients to be looked after by local IFAs


Will judge on a case by case basis. For example, for clients 70+ will look to pay a lower multiple of 2x or less and for clients 65 or less they will look to pay 4x.

Typical deal structure of 50% upfront on completion, 25% at 12 months and 25% at 24 months


  • Independent Financial Advice
  • Open architecture to leave clients on existing mandates whilst new relationships are built with advisers
  • Deals are non-contingent to moving clients to in-house DFM / centralised investment proposition
  • Honour existing charging structures during the deferred buyout period
  • Tried and tested acquisition model which will enable smooth transition of clients to maximise retention
  • Happy with both share and asset purchases
  • Will consider DB transfers subject to extensive due diligence on each case


  • You must be a Financial Adviser, with up to £50m FuM
  • Clean compliance record with no / few upheld complaints
  • Will consider DBTs provided sufficient due diligence


South West

Call us now on 0208 0044 162 or click Apply

Liability and Disclaimer

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. However, Premier Jobs UK 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 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.