This directly authorised IFA firm is a family run business based in Northern Ireland, and the main shareholder is looking to retire and exit by the end of 2022. This firm has c£75m FuM with c£350k+ RI.
The firm has written 50 DBTs since 2012 and in 2019 ceased permissions. All DBT advice followed ‘Gold standards’. They have no upheld complaints.
Ideally seeking a share sale with roles post sale for one IFA and Paraplanner to continue under the Acquirer.