Are you a Financial Adviser with a minimum of £30m FuM looking to retire and want your clients to be serviced by a local IFA working for a specialist HNW advising IFA firm?

The Company

Our client company was established in 2008 and are an award-winning business that offers an exclusive network for high calibre IFAs. They have grown a strong national footprint with over 140 IFAs as Appointed Representatives across the whole of the UK. The company have the backing of a major Plc. company which is a leading fund manager for security and growth prospects. Whilst having open architecture to leave clients on existing investment mandates they favour the outsourcing of investment management by working closely with a panel of 6 DFM’s for cost effective MPS and bespoke active fund management. They would only look to make changes to clients investments 12+ months in and only if it was in the clients best interests to do so.

Options – Buy-out (sell and go)

Due to their network team of highly skilled Financial Planners across the UK, they are able to select the most appropriate Independent Financial Adviser local to yourself, to closely work together to handover of your clients. This will enable you to be reassured that your clients continue to receive high quality service whilst you retire.


  • 3.5x – 4x recurring income paid over a 2 year period.
  • 50% upfront on completion, 25% at 12 months and 25% at 24 months

This is an ideal opportunity if you:

  • Are considering retirement / semi-retirement
  • Want a fair price for your client bank
  • Would like a structured, simple handover that is sensitive to your clients
  • Only want to deal with a financially sound and highly reputable Independent Financial Advisory firm
  • Want your clients to be looked after by a local IFA


  • Directly authorised, independent specialist financial advice company focusing on high net worth private clients.
  • Happy with share and asset purchases
  • Won’t change charging structures during the 2 year buyout period. Want to focus on building client relationships


  • Minimum £30m FuM
  • Not interested in DBTs
  • Ideally average client ages of 60-65 however will consider higher
  • Not interested in client banks where the majority is in bonds



Call us now on 0208 0044 162 or click Apply

Liability and Disclaimer

The information contained in our advert including any valuation calculations and percentage of up front and deferred payments are given in good faith and Premier Jobs UK Ltd uses all reasonable efforts to ensure that it is accurate. However, Premier Jobs UK Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Premier Jobs UK Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert.