Reference: 18930 | Region: London , Selling | Price: £300,000 | Funds Under Management: £20,000,000 |
Recurring Income: £93,000 | No of Active Households: 100

This retiring IFA is looking at securing an exit strategy within the next 2 years, which could include staying on as an authorised Financial Adviser or non-authorised ambassadorial role.

The owner is looking for a well-aligned acquirer with financial stability to takeover the long term relationships of his clients. He is open to a deal over a long earnout basis.

In addition to the £20,000,000 of Funds under Management, there is an additional £10,000,000 of Funds under Influence.

Majority of clients are based in London and Home Counties.