Are you a Retiring Financial Adviser with up to £20m of FuM and looking to sell your client bank and exit the industry?

The Company

Our client company is a growing wealth management firm based in North Wales. From a standing start, they have organically grown and have built their FuM up to c£7m with a short term goal of growing to £30m through acquisitions. This experienced IFA has been in FS since 1990’s and has been a Financial Advisor for almost 25 years.

Providing wealth management and financial advisory services to c50 client households with capacity to service an additional 100 households. Offering independent financial advice with open architecture to enable clients to stay invested on existing investment mandates.

The firm have strong financials with funding in place to support their growth plans through acquisitions.

This acquirer has experience in acquisitions from a previous role where they successfully acquired 2 client banks with a 95% retention rate across the 2 deals. Therefore, they have developed a tried and tested model of retaining clients.

Option – Sell and Go

This is ideal if:

  • You are considering retirement
  • You want a fair and highly competitive price for your client bank
  • You would like a structured, simple handover that is sensitive to your clients
  • You only want to deal with a financially sound Independent Financial Advisory firm
  • You want your clients to be looked after by a local IFA


Generally a multiple of 3.5x to 4x of ongoing fee income.

Typical deal structure of 50% upfront on completion, 25% at 12 months and 25% at 24 months


  • Independent Financial Advice
  • Open architecture to leave clients on existing mandates whilst new relationships are built with advisers
  • Deals are non-contingent to moving clients to in-house DFM / centralised investment proposition
  • Honour existing charging structures during the deferred buyout period
  • Tried and tested acquisition model which will enable smooth transition of clients to maximise retention


  • You must be a Financial Adviser, with up to £20m of FuM
  • Clean compliance record with no / few upheld complaints


North Wales

Call us now on 0208 0044 162 or click Apply

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The information contained in our advert including any valuation calculations and percentage of up front and deferred payments are given in good faith and Premier Jobs UK Ltd uses all reasonable efforts to ensure that it is accurate. However, Premier Jobs UK 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 Premier Jobs UK Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert.