Are you a Financial Adviser looking to exit the industry through being acquired by a Chartered Financial Planning Partnership local to the North East?

The Company

Our client is a Chartered pension & investment advice partnership based in Newcastle / Gateshead area, providing financial advice to individuals and private companies.

  • Personal Financial Planning for Pre & Post Retirement, Tax Efficient Savings & Investments, IHT Mitigation and Wealth Preservation.
  • Advice on the effective use of pension plans and future funding to enhance clients retirement plans.
  • Specialist advice associated to individual and business pension plans, including SIPP/SSAS and Auto Enrolment.
  • Auto enrolment specialist, offering set up and review services designed to improve company pension provision.

They believe what sets them apart from other firms is that they put clients centre stage. As Partners of a market leading national advice firm, offering Restricted Whole of Market advice, their technology platform gives clients’ access to their portfolio information, key documents and net worth at all times. Utilising lifetime cashflow modelling provides a comprehensive financial outlook that is unique to each individual.

Options – Buy-out (sell and go)

The partners are keen to grow their client bank by acquiring clients from a retiring IFA or someone wishing to exit financial services. They have the capacity to ideally acquire a high net worth client bank with £10m – £40m of Funds under Management.

Value

  • Negotiable Generally 3x trail / ongoing fee income

This is an ideal opportunity if you:

  • Are considering retirement / semi-retirement
  • Want a fair price for your client bank
  • Would like a partnership of Chartered Financial Planners to takeover the servicing of your clients
  • Would like a structured, simple handover that is sensitive to your clients

Benefits

  • Part of a market leading national advice firm
  • Utilising technology to gives clients’ access to their portfolios, key documents and net worth at all times
  • Introducing cashflow modelling to clients to provide a comprehensive financial outlook

Criteria

You must be a Financial Adviser, with an high net worth client bank of £10m – £40m Funds under Management

Locations

Newcastle / Gateshead

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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