Are you a Financial Adviser in the North West looking to retire or exit from Financial Services with up to £20m of FuM with mostly pre-retirement clients?

The Company

Our client company was established in 2022 with offices based near Liverpool. This growing IFA business is looking to build upon their current level of FuM of £1.5m through an acquisition. The owner has funding and servicing capacity to acquire an additional £20m FuM.

Offering independent financial advice through a network with open architecture to enable clients to stay invested on existing investment mandates

The firm have strong financials with funding in place to support their growth plans through acquisitions.

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 want your clients to be looked after by local IFAs
  • You would like the acquirer to personally service your clients

Value

Generally a multiple of 3.5x to 4x of ongoing fee income.

Typical deal structure of 50% upfront on completion, 25% at 12 months and 25% at 24 months

Benefits

  • Independent Financial Advice
  • Open architecture to leave clients on existing mandates whilst new relationships are built with advisers
  • Deals are non-contingent to moving clients to in-house DFM / centralised investment proposition
  • Honour existing charging structures during the deferred buyout period
  • Happy with asset purchases

Criteria

  • You must be a Financial Adviser, with ongoing recurring income of minimum £50k 
  • Clean compliance record with no / few upheld complaints

Locations

North West 

Call us now on 0208 0044 162 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. 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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