Would you like a local Chartered Financial Planning firm based in Marlow, Bucks to takeover the servicing of your clients?

The Company – Our client is a firm of Chartered Financial Planners based in Marlow, Buckinghamshire with a growing presence in southern England. The firm was founded by a group of experienced financial planning professionals with a common vision: to provide a truly integrated advisory service, working to the highest professional standards, to deliver the best possible outcomes for our clients. The firm has 6 IFA’s and work collaboratively with other professional advisers to ensure clients receive an integrated approach to planning for their financial future. The firm joined forces with an employee benefit and HR provider for SME’s and have expanded into Workplace Pensions.

Options – Buy-out (sell and go)

Value

Negotiable – Generally 3 – 4 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 a Chartered, Independent advisory firm to focus on servicing your clients
  • Would like a structured, simple handover that is sensitive to your clients

Benefits

  • Chartered IFA firm, directly authorised by the FCA
  • Growing team of IFAs across southern England
  • Team of 10 IFA’s support by in-house support team
  • Providing a truly integrated advisory service

Criteria

You must be a Financial Adviser, with a client bank of ideally high net worth individuals based anywhere within the South East

Locations

South East

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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