Looking for Financial Advisers Considering Succession or Growth
If you’re a financial adviser running an IFA firm and thinking about the next chapter for your business, this opportunity could be exactly what you’re looking for.
The Company
Our client is a highly respected IFA group with a strong reputation for integrity and client care. Established six years ago, they have grown from £200m in client assets to nearly £1.6bn, completing four successful acquisitions along the way. With a team of 19 IFAs supported by administrators and paraplanners, they operate nationwide. Their model combines a centralised investment proposition with cutting-edge technology, including Intelligent Office and AI solutions, while maintaining independence for clients.
Option – Sell and Go
- Ideal for owners seeking a clean exit and peace of mind knowing their clients will be looked after.
- Competitive multiples offered with structured payments for security.
Option – Sell and Stay
- Perfect for those who want to remain involved post-sale.
- Opportunities to join a collaborative team and even take equity in the acquiring firm.
- Continued autonomy with support from a larger organisation.
Value
Expect attractive multiples of ongoing fee income, with staged payments designed to ensure a smooth transition and financial certainty.
Benefits
- Flexible deal structures: share or asset purchase options available.
- Open architecture: clients can remain on existing mandates.
- Existing charging structures honoured wherever possible.
- Strong financial position: cash-rich, debt-free business.
- Opportunity for equity participation for sellers who stay on.
Requirements
- Firms with £150m–£500m in Funds Under Management.
- Clean compliance record.
- Will consider DB transfer advice where robust processes exist.
Location
Looking for firms in key areas including Edinburgh, Glasgow, Manchester, Birmingham, and Cambridge.
Call us now on 0208 0044 162 or click Apply
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