The Directors of this directly authorised, independent financial planning business in South Wales are seeking an acquisition via an asset purchase. The main drivers behind their interest in being acquired is due to the ever-increasing cost and burden of the regulation, combined with a desire to spend more time with their families. This c
This South Wales IFA firm is seeking retirement in early 2022, through an acquisition based on 3.5x recurring income, paid over 24 months. The retiring IFA puts a high value on the acquiring firm being aligned in culture, to ensure the clients continue to receive great service. The business has £10.5m FuM generating £50k of recurring inc
The Directors of this directly authorised IFA firm are looking towards retirement, in order to reprioritise their focus on their personal lives. The business has £85,000,000 of FuM generating circa £625,000 of recurring income. Therefore, maintains a healthy average holdings per household of £375,000. One of the Directors will be seeking
This Financial Advisor is looking to sell their personal client bank which consists of 12 active households. This small client bank could easily be absorbed by a Financial Advisor and presents an opportunity to uplift your own portfolio in a manageable way. Due to becoming good friends with many of the clients, the Financial Advisor woul
This retiring IFA is seeking a local IFA firm to takeover the servicing of their client bank, following a decision to step away from financial planning and concentrate on mortgage advice. The IFA would be happy to cancel their financial planning permissions and agree an introducer arrangement to provide reassurance to an acquirer. In ord
The owner of this long established financial services of 20 years is considering his retirement options and wants to find a well aligned acquirer. The IFA would like to stay on for up to 12 months to ensure a smooth transition, for the benefit of all parties. Average client ongoing fee charging of 0.64% with an average client holding of
This independent financial advisory firm is owned and run by a sole Financial Advisor who is considering his retirement options. Ongoing fees of 1%, therefore no concern for an acquirer with similar fee charging level as the propositions are already aligned. The clients range from ages 30 to 70, with most pre-retirement age which provide
These retiring IFAs are motivated by finding a well aligned acquirer that will be the right fit for their clients. They are happy to undertake an asset sale, on 3.5x recurring income and would be looking to retire post sale. The business typically generates £30,000 new business income. This acquisition would be well suited to an ethical
The owner of this IFA firm is keen to sell to an acquirer that will build on the strong foundations that his team have worked hard to establish. It is important to the owner for the staff and Advisers to be looked after. As the business is well placed to create a hub for an acquirer, the offices could be retained. A loyal team of high qu
The owner of this directly authorised financial advisory firm is seeking retirement within the next five years and is looking to identify his future options. As such, is open to conversations with suitably aligned acquirers. In addition to the £250,000 of recurring income, the business is currently generating circa £100,000 of new busine
