Are you a Mortgage Adviser or a small mortgage advice firm based near Bristol or Cheltenham considering retirement and wanting to sell your client bank or business? 

Option – Sell and retire 

Acquisition Deal Value:  Generally, 1 to 1 ½ times EBITDA

This is ideal for Mortgage Advisors where:

  • You are based in Bristol, Bath, Cheltenham or surrounding area
  • Wanting to sell your mortgage client bank and receive a capital event
  • Would like your loyal clients to benefit from ongoing mortgage and protection advice as well as holistic financial planning from a local Independent Financial Advisory firm 

The Company

Our client is a Directly Authorised, wholly Independent Financial Advisory firm managing more than £200m of Funds under Management. They specialise in providing straight forward holistic solutions for personal and business clients. With access to whole of market they can work with all lenders and protection providers to provide independent mortgage and protection advice. They focus on what clients want to achieve and are committed to building long term relationships of trust and loyalty, always putting their interests first. Their team of Wealth Advisers will ensure clients are able to receive advice on pensions and investments so that clients receive a ‘one stop shop’

As the company has grown substantially through acquisition of wealth businesses, they are keen to grow their mortgage offering through an acquisition of mortgage clients from retiring Mortgage Advisers.

As an independent mortgage broker, they can help clients move home, re-mortgage, buy their very first home and purchase property as an investment, via buy to let. They can also help clients who may have affordability or credit issues.

With offices in Bradley Stoke, Bristol they can support clients from far afield.

They can source finance from most of the lenders in the UK, including specialist lenders. This means our clients gain access to the most cost-effective mortgages.

Mortgage Client Bank Criteria

  • All firms considered from sole mortgage advisors to multi adviser firms and/or small mortgage networks
  • Ideally located within a 80 mile radius of Bristol 

Benefits

  • A forward thinking, growing IFA business offering Mortgages and Wealth planning
  • Fully independent with access to most lenders including specialist lenders
  • Tried and tested, proven track record of previous Acquisitions
  • Create a capital event on retirement for the sale of your client bank – something that is rare in finding a buyer for mortgage businesses 

Locations: 80 miles radius of Bristol (M4 & M5 Corridor) 

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.

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