Sole trader with c£30m FuM for sale

This Financial Adviser is looking to retire from the Investment / Pension business however would still like to carry on advising on mortgages and protection. Total turnover for the business last year was c£72k with roughly 45% (£32.4k) of that coming from mortgages / protection. This is a unique business in that they charge clients an ag

South East based IFA with average holdings of c£500k looking to sell

This Financial Adviser has c£27m of FuM and is looking to sell their business and retire. They are in their 60’s and have become tired of all the regulatory requirements that come with being directly authorised.   Charging structure is mostly 0.5% ongoing with some clients on slightly less. Total turnover for the business is c£150k

IFA with HNW client bank based in Hertfordshire looking to retire

This Financial Adviser is in their 70’s and is looking to retire. They are looking for an acquirer who will look after their clients as they have done so for many years (still have their very first referral as a client). They mainly provide a f2f service for clients given the HNW nature of them so is looking for an acquirer who can provi

DA firm with average holdings of c£245k seeking a minimum of 3x RI.

This is a directly authorised business which has been established for over 10 years. The owner and sole adviser of the business is looking to sell and retire as they are in their 60’s. Client banks consists of 94 households mainly located in North Lincolnshire, with average holdings of £245k. Ongoing charge of 0.5% with a few larger clie

Scottish based IFA with c£23k RI looking to sell their client bank and retire

This self employed Financial Adviser is looking to sell their client bank and retire as they are in their mid-60’s. They are a sole trader so it will be an asset sale with a purchase price of c£80k which works out to 3.5x recurring income. They have £2.2m of FuM all on Novia, generating c£23k of recurring income. Their client bank consis

DA IFA firm with average holdings of £400k seeking share sale

Directly authorised business based in the North West is looking to sell due to the Director finding it too much to run the business as well as be the main adviser. Director in their late 50’s and would be looking for a sell and go. The business has £40m of FuM which is generating c£300k in recurring income. Majority of the clients are ag

Sole trader with c£11m FuM seeking asset sale

This self employed IFA is in their late 60’s and looking to find a new home for their clients and create a capital event. Ideally, they are wanting to stay on post sale with the acquiring firm for another 2 years as they aren’t ready to retire just yet. Client bank consists of c40 households with average holdings of £275k. The business h

IFA and Mortgage Advice firm based in Belfast looking to sell

This directly authorised general practice IFA and mortgage advice business has been established for over 30 years and is based in Belfast. The owner of the business is in their 70’s but is in good health therefore looking to continue advising post sale. This is a small investment client bank with c£3m of FuM (£2m on Aviva) generating £15

Global IFA looking to sell off their B & C clients

Global IFA business with c£500m FuM looking to sell off their UK B & C clients which equates to c46 households. Plus, an additional 25 households based in different countries across the world.

Altogether, they are looking to sell c£7.5m FuM which generates c£55k in recurring income.


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