Are you a Financial Advisory business with £20m to £200m of FuM and wanting to sell to a fully independent firm who isn’t looking to make any changes to investments or charges during the deferred period?

Acquisition Options

Sell and Go whilst undertaking handover meetings for a smooth transition.

Acquisition Deal Value

Would consider paying 3 to 4 times recurring income for the right IFA business with a payment structure, typically over 2/3 years.

The Company

This international business was established in 2018 with a UK office in Hertfordshire and a number of offices across America, Australia and Dubai. Across the group they now have around 300 staff and have grown from £30m AuA to just over £1bn AuA. In the UK they have 28 authorised financial advisers and are seeking to grow through acquisitions.

Whilst they have a preference for model portfolios and UCITS, they have open architecture where there will be no rush to move acquired clients from their existing investment mandates, unless in the clients’ best interest.

Ongoing charge is predominantly 1% however for clients with £750k+ they charge 0.75% and for clients with £1m+ they charge 0.5%. Ongoing advice fees are unlikely to be changed in the short-term following acquisition.

Their client satisfaction score of 4.9 out of 5 from multiple clients is shown through their excellent status on the consumer review platform, Trustpilot.

IFA Client Bank Criteria

  • £50m – £150m however they would go as low as £20m and as high as £200m for the right business
  • Will consider firms with DB Pension Transfer permissions
  • Will consider a share purchase as well as asset purchases
  • Will consider firms with UK domestic clients or Ex-Pats

Financial Advisor Client Acquisition Benefits

  • Offers an innovative fresh approach with a dynamic energy that sets it apart from its competitors in the onshore and offshore marketplace
  • The firm is a borderless, independent financial advisory consultancy, with a commitment to safeguarding client’s financial future
  • Highly successful track record of providing a comprehensive IFA service to UK and offshore clients
  • Provides unparalleled personal financial advice to expatriate clients living globally.
  • Open architecture – no immediate changes to investment or charging structures
  • Independent Trustpilot consumer reviews provide comfort that clients are well looked after by our client


Will consider firms Nationwide if large enough to form a hub (excess of £100m with a good infrastructure in place)

If smaller, then they will consider firms within the M25 – North of Watford, Milton Keynes, up to Birmingham. As far South as Southampton.

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.