Are you a Financial Advisor or owner of a financial advice firm based in the south of England seeking an exit from financial services and wanting your clients to be looked after by a long-established Chartered Wealth business?

Option – Sell and Go

This is ideal if:

  • You are considering retirement
  • You want a fair and highly competitive price for your client bank
  • 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

Option – Sell and Stay

This is ideal if:

  • You are considering semi-retirement
  • You would like to give up running your advisory business, however, not ready to stop advising
  • You want to create a capital event with a highly competitive price for your business with ongoing remuneration for continuing to advise

Acquisition Deal Value

Competitive multiple of recurring income of between 3.5x to 4x with a payment structure typically over 2 years.

This is ideal for Financial Advisors where:

  • You are based in London, Surrey, Hampshire, Dorset, Oxfordshire
  • Wanting to sell to a long-established firm with a first class track record of acquiring other firms
  • Want competitive deal terms from a financially robust business

The Company

The business was established over 30 years ago and has grown organically and through acquisitions to now manage over £750m of AuM. The business is led by a forward-thinking board of Directors with a wealth of industry experience behind them. The company have tremendous growth prospects with their goal to achieve £1.5bn AuM and are already on their way to achieving this.They have built a large team of highly-qualified advisers, each of whom understand how best to navigate the complicated financial decisions needed to meet your clients’ needs and deliver to a high standard. The firm have completed numerous acquisitions of client banks from retiring advisers and successfully integrated them, thereby having the required experience to ensure a smooth migration and retention of clients.

IFA Client Bank Criteria

  • Ideal locations – anywhere in London, Surrey, Hampshire, Dorset, Oxfordshire
  • Vendor should be available for handover meetings
  • Most firms considered irrespective of size


  • Open architecture is available to keep clients on current investment mandates if it isn’t in their best interests to move to their CIP.
  • Highly experienced and successful team leading the business
  • Has substantial funding in place for growth through acquisition
  • Strong footprint of local advisers for ongoing face-to-face advice
  • Tried and tested model of previous acquisitions


London, Surrey, Hampshire, Dorset and Oxfordshire

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 the company.