This local award-winning IFA based in Leeds with £30m of FuM is looking to continue their growth through acquiring clients from a retiring IFA

Flexible exit strategy available for immediate retirement or deferred retirement

Our client is open to exploring different timescales to fit with your ideal retirement date.

Acquisition Deal Value

Offering 3 to 3.5 times recurring income with payments structured over a 2 year period. As a business, they have strong net worth, demonstrating financial stability.

This is ideal for IFAs based in West Yorkshire who:

  • Are seeking a retirement from being a Financial Advisor within next few years
  • Would like an IFA recognised for their success, to takeover the client servicing
  • Would like to sell to the owner of a small IFA, who will treat each client as valued individuals
  • Have a client bank / IFA business with funds under management of £2m to £20m
The Acquiring Company

This highly respected Financial Advisor has won various awards throughout his career, including top IFA on VouchedFor annual awards and was an Executive member of a National IFA firm that was awarded Investment Adviser of the year.

As an Independent Financial Advisor, not tied to any particular provider and can advise clients on products from across the whole market – therefore offering open architecture and ability to retain investments on existing mandates.

Assists clients with all aspects of financial planning – retirement planning, insurance planning – income protection, life cover, critical illness cover, mortgage sourcing, investments & savings, reviewing circumstances, inheritance tax planning, taking benefits at retirement, equity release and care fees. Plus, has contacts in commercial / non-standard lending, solicitors, accountants and will writers.

Appointed Representative of one of the UK’s largest national IFA firms offering state of the art IT, client portals, newsletters, and being regulatory-led with award-winning technology to meet compliance risk.

Top clients get seen twice a year and others have a review and report prepared once a year. Typical ongoing adviser charges are 0.75%, with some clients at 0.5% and some at 1%

Call us now on 0208 0044 162 to discuss this further

Liability and Disclaimer

The information contained in our advert including any on target earnings information are given in good faith and IFA Acquisitions Ltd uses all reasonable efforts to ensure that it is accurate. However, IFA Acquisitions 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 IFA Acquisitions Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert.

<< Back