Reference: 24089 | Region: Northern Ireland , Selling | Price: £1,225,000 | Funds Under Management: £75,000,000 |
Recurring Income: £350,000 | No of Active Households: c.300

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.