This North West based Retiring IFA is looking to sell his clients to an acquirer that is well aligned to his business and clients. The owner would be happy to deauthorise post sale, but remain available for handover and be an introducer for future financial planning referrals.
Average client holdings of £285,000 with a number of clients holding in excess of £500,000.
The business has a self-employed Financial Advisor who owns his clients. Therefore, the acquirer could benefit in providing a new home for this Financial Advisor. His production and clients have not been included in the figures listed.