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.