Are you a Financial Adviser in the South East looking to retire or exit from Financial Services with up to £50m FuM and want to leave your client bank with an established independent financial advice firm?

The Company

Our client company was established in 2018 with offices based in Surrey. They have grown their FuM to £170m with £800k in reoccurring income. With two advisers and three support staff, they provide wealth management and financial advisory services to numerous clients.

They offer independent financial advice with open architecture to enable clients to stay invested on existing investment mandates. They also have an in house DFM.

This firm is led by highly experienced individuals and has previous acquisition experience, where they have developed a tried and tested model of retaining clients.

Option – Sell and Go

This is ideal for Financial Advisors based anywhere in the South East or South who:

  • Are considering retirement
  • Want a fair and highly competitive price for your client bank
  • Would like a structured, simple handover that is sensitive to your clients
  • Only want to deal with a financially sound and highly reputable Independent Financial Advisory firm
  • Want your clients to be looked after by local IFAs

Option – Sell and Stay

This is ideal if:

  • A business has a younger business partner who wishes to stay on post sale following a capital event to enable an older partner to retire.


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 during the deferred buyout period
  • Tried and tested acquisition model which will enable smooth transition of clients to maximise retention


  • You should be a Financial Adviser, with £25m to £50m FuM
  • Clean compliance record with no / few upheld complaints
  • Will not consider DBTs
  • Asset purchase only


South East

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.