Are you a Financial Adviser looking to retire or exit from Financial Services with £100m to £150m FuM and staff in the business who are eager to remain?

The Company

Based in London and established in 2016, our client company is a financial advisory business specialising in private equity transactions including hedge funds and venture capital, managing pension funds with £210m FuM. The firm is led by a highly accomplished investment professional with over 28 years of investment management and advisory experience. The firm has its own compliance officer in situ as well as their own DFM. They are seeking to acquire an IFA business and intend to maintain the business, keeping any existing advisers, staff or premises. Open architecture is available to clients and deals are not contingent on moving to a CIP.

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 takeover which largely will retain the business in its same format
  • You want your clients to be looked after by existing staff

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
  • You would like open architecture to allow your client to migrate on existing mandates where these best meet the clients’ needs


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


  • 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
  • Financially strong with 7 figure private funds being used to support the purchase


  • You must be a Financial Adviser, with £100m to £150m FuM
  • Clean compliance record with no / few upheld complaints
  • Will not consider DBTs
  • Asset purchase preferred


London, South East, or Home countries is preferred however will consider Nationwide.

Call us now on 0208 0044 162 or click Apply

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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.