Are you a Financial Advisor / IFA firm looking to sell your business due to retirement or exit from Financial Services industry? Are you looking for your clients to be look after by a financially robust firm with open architecture and no CIP so won’t be looking to shoehorn clients investments?

Sell and retire

This would suit Financial Advisors considering retirement and would like to support the client handover process in an Ambassadorial capacity.

However, if you wished to stay involved in the business post sale then they could look into creating a role for you.

Acquisition Deal Value

Competitive multiple of recurring income of generally between 3.5 and 4 times for high quality client banks or competitive multiple over a 2 year period with 50% on completion, 25% at 12 months and 25% at 24 months.

This is ideal for Financial Advisors who:

  • Are considering retirement and want your clients to be looked after by an independent financial advice firm
  • Only want to sell to a firm with the funds available in the bank
  • Want an acquirer to build relationships with clients without any hurry to change investment mandates or charges

IFA Client Bank Criteria

  • Client banks with up to £50m of Funds under Management are desirable
  • Ideally, clients will be located within the Midlands, Leeds, North West or London area where there is an existing footprint, but will consider all areas of the UK including Northern Ireland
  • Happy to look at both asset and share purchases subject to due diligence.
  • They are au fait with DB’s having run large DB schemes through their corporate division  so will not rule out firms which have written these subject to due diligence

The Company

The group company was established 15 years ago and has grown organically and through recent acquisitions to now have over £5m of turnover. They provide a fully independent financial planning service, to help clients achieve their financial goals and aspirations, at all life’s stages. They originally established the business to provide administration services to larger occupational pension schemes, however have expanded their offering so that they now supply wide-ranging advice and support to business owners, employers and their staff.

Financial Advisor Client Acquisition Benefits

  • Independent advice with open architecture
  • Extremely strong financials to cover deferred payments
  • Simple deal structure – 50% on completion, 25% at 12 months and 25% at 24 months



(They have a presence in the Midlands, London, Leeds, North West and so are keen to acquire businesses in these areas).

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.