Are you a Financial Adviser looking to retire and want a long-established Wealth Management operating in Northern England and North Wales to takeover your clients?

The Company – Our client is a long-established wealth management firm of 19 years whom has developed a loyal HNW client bank across Northern England and North Wales to provide personal wealth planning and corporate financial advice.

The firm has sustainably developed a team of 9 highly successful Financial Advisers with a combined gross turnover in 7 figures and they now have more scope to continue growing the firm.

The company generate new business enquiries from holding regular financial planning surgeries; hosting client events held such as cricket matches etc and securing referrals from many professional introducers such as solicitors and accountants.

Options – Buy-out (sell and go)

The company are seeking to acquire client banks from Advisers looking to retire now with immediate lump sum, plus percentage of initial written and future capital value. For Advisers with trail of 0.5% on Funds under Management the total pay-out can be in the region of 5 times trail.

Value

Negotiable – Generally 3 – 5 times recurring income

This is an ideal opportunity if you:

  • Are considering retirement / semi-retirement
  • Want a fair price for your client bank
  • Would like an long-established wealth management firm with Advisers across the North East, North West and North Wales
  • Would like a structured, simple handover that is sensitive to your clients

Criteria

You must be a Financial Adviser, with an established client bank

Locations

Northern England & North Wales

Contact us:     Call us now on 0208 0044 162 to further discuss this opportunity, or email us at [email protected] with your interest and details to receive a call from one of our Senior team.

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.

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