Are you a Financial Advisor based in Yorkshire or near to the M62 Corridor looking to sell your client bank due to retirement or exit from Financial Services?

The Acquiring Company

This family run Directly Authorised IFA business based in West Yorkshire was established in 1993. They manage c£85 million of Funds under Management with a team of 5 in total. With open architecture they would not propose any immediate changes to client investment mandates or charging structure. Their priority is to build strong and lasting relationships with your clients primarily by holding one or two reviews to build their trust. Their typical adviser fee charging is 1% per annum and their investment proposition generally follows three different models below:

  1. Their platforms of choice are Transact and Old Mutual Wealth. They promote Clever Adviser based in Chester which enables them to build and manage their clients’ portfolios in-house via their dynamic planner risk profile for fund selection and switching decisions based on asset allocation to match client’s attitude to risk.
  2. For clients wanting a managed portfolio service they use DFM’s
  3. For clients that prefer an active service they can provide clients with access to the whole of market and clients with bonds or using other managed service such as Royal London or Prudential are likely to remain where they are, unless it is in the clients best interest to move.

Ideal Locations

Their ideal location for an acquisition would be Yorkshire or M62 Corridor.

Ideal Size of Acquisition

Ideal client bank size would be £10m to £20m of Funds under Management.

Acquisition Deal Value

Offering highly competitive acquisition multiples of 3 to 4 times recurring income

This is ideal for Financial Advisors:

  • Considering retirement and wanting to sell to a small family-run IFA firm
  • Would like a structured handover that is sensitive to your clients
  • Only want to deal with a local business that is profitable with strong financials to provide peace of mind for deferred payments
  • Want a firm’s commitment to retain existing investment mandates and charging structure whilst building strong relationships with clients before making any changes (subject to being in the client’s best interest)

Acquisition Benefits

  • A seamless transition which enables you to still be available in the background if they had any queries and to support the adviser – thus maximising retention of clients
  • Confidence of long established business and evidence of financial stability on published company accounts for deferred payments


Yorkshire (M62 Corridor)

Call us now on 0208 0044 154 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; 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.