This sole trader, directly authorised IFA business is seeking a professionally run acquirer with client centric ethics to takeover the servicing of their clients. The owner would be looking to retire through a sell and go model. This client bank is generating £130,000 of recurring income and circa £80,000 of new business income. The owne
This IFA business with a healthy average client holding of circa £300,000 has great potential, as the current Principal Financial Adviser is exceptionally busy writing new business. In addition, there is good uplift opportunity due to the average ongoing being 0.5%. The owner is happy to stay on and help for as long as required. Finding
This existing IFA firm is looking to complete a segmentation exercise, whereby he will sell all clients with holdings of less than £250,000. As part of his business strategy to focus on clients in excess of £500,000 in the future. The 84 active households all have client fee agreements and generally have 1% ongoing advice charges, genera
This sole practitioner IFA business has been established for over 20 years, with a loyal client bank. The business puts clients at the heart of everything they do and delivers value through holistic financial planning. They have an average client holding of £630,000, with a number of clients exceeding £1,000,000 each. The business owner
This Independent Financial Advisory firm is jointly owned, with two differing retirement dates for the Directors. As such, they are looking for an acquirer to accommodate a full or partial sale now and enable the other Director to stay on as a Financial Advisor with the acquirer. The firm have a team of self-employed Financial Advisers,
This sole Financial Advisor operates his own directly authorised IFA firm, having established a good presence in the local area and would be keen for an acquirer to utilise this. The owner is looking to sell, in order to relocate and enjoy a well deserved retirement. The 80 households are local to the business, with most being in the sam
Our client is a long-standing IFA, who is now looking to retire. He has built a successful business serving professional clients in the South East and London. This is a wonderful opportunity to purchase a ‘ready to go business’ and merge it into an established operation. The firm overall has £50m FuM with active households and additional
This Financial Advisor is seeking an acquirer to takeover the servicing of his clients, so that he can retire after a fulfilling career. The client bank has an average holding of £190,000, which generates recurring income of £90,000. Plus, new business income of £45,000 per annum. The business also benefits from professional introducers
The owner of this directly authorised, independent financial advice firm, is seeking retirement from being a Financial Advisor, so that he can have the freedom to spend more time in his overseas property. Over a longstanding career as a Financial Advisor, he has a retained a loyal, HNW client bank. The average holdings per household is c
This directly authorised, IFA business is based across two small offices. They are responsible for £30,000,000 of Funds under Management, which generates £165,000 recurring income. Majority of clients are based locally to their two offices, although most are happy to adopt the use of video conference meetings or have face-to-face meeting
