Are you a Financial Advisor with £10m – £50m FuM based in London or the surrounding counties and looking to be acquired by a forward thinking firm with a tried and tested acquisition model?

The Company

Our client company is a highly regarded wealth management firm offering advice to private and corporate clients. They have grown their team successfully through providing first-class training and mentoring, which has produced a group of highly competent Advisers. Their young dynamic team will be able to ensure your clients continue to receive quality advice for the long-term future.

Sell and stay

This is ideal if:

  • You are considering retirement / semi-retirement now
  • You want a fair price for your client bank
  • You would like your clients to receive an ongoing service from dynamic, bright and highly qualified Financial Advisors
  • You only want to deal with a financially sound and highly reputable firm with experience in acquiring client banks and retaining clients
  • You want an acquirer to build relationships with clients without any hurry to change investment mandates or charges

Value: Typically 3-4x recurring income paid over 2 years

Benefits

  • With offices in Central London and advisors based in and around London, they are able to easily cover London and South East
  • Team of experienced and client-focused Advisors covering financial planning and mortgage advice, to ensure all areas of advice can be provided in-house
  • Ability to undertake a handover process of your clients to the new Financial Advisor to ensure seamless transition of service

IFA Client Bank Criteria

  • Their sweet spot is IFA practices either c£10m to £50m
  • Would consider share or asset purchases
  • Open to firms who have done DB Transfers subject to due diligence

Locations

London or the surrounding home counties

Call us now on 0208 0044 154 to discuss this further

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. 

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