This directly authorised financial advisory business was established over 20 years ago, however is now looking to sell due to ill health. The client bank has average holdings of circa £200,000. In addition to the £23m of Funds under Management, there is an additional £27,000,000 of Funds under Influence that is not generating ongoing fee
The owner of this directly authorised, independent financial advisory business of over 20 years is looking to sell, due to concerns over what would happen if he was to fall ill. Therefore, is happy to sell and stay on advising clients or as an introducer, to ensure his clients are in safe hands. Majority of clients are long standing conn
This directly authorised IFA business is looking to sell due to personal ill health, therefore seeking an asset purchase to assist with a quick process In addition, to the £8,800,000 FUM, there is another £3,500,000 of Funds under Influence. Based on their 25 active households, their client bank has an average investment holding of £400,
This directly authorised, independent financial advice business has circa £75m FuM, generating £650,000 of recurring income, plus circa £500,000 of new business income per annum. They have 500 active client households, predominantly in the North West area. The firm have completed DB Pension Transfers meeting the Gold Standard. The joint
This IFA business with £82,500,000 of FUM split across circa 150 households, has a healthy client bank with average of £500,000 and few below £250,000. They utilise platforms for their clients and utilise their own investment committee to create risk-based model portfolios. The owner of the business is looking to sell the business and pr
This directly authorised, independent financial advice business is seeking a local acquirer, ideally offering a share sale so that they can benefit from Entrepreneur Relief. They have circa £23m of Funds Under Management, spread across several platforms and providers, generating £140,000 recurring income. In addition, they have a number
