Their client bank consists of <200 households which make up c£50m of FuM. Average OAC is 0.37% and they are currently in the process of increasing clients up to 0.5%. Clients are predominantly based in South Wales with a few dotted around the country. The business has written 178 DB Pension Transfer of which over 100 were British Stee
This IFA is looking to sell their client bank and retire after almost 35 years in the industry. Originally, their plan was to pass their clients over to their son however these plans have now changed as the son is looking to relocate abroad following a stink travelling, hence why they are looking to sell. They manage c£14m of FuM with 2/
This IFA is approaching their 70’s and has been in the industry for over 50 years so feels it’s now time to retire. They currently look after c£25m of FuM (c86% with AJ Bell) which is generating £92k in recurring income. Majority of clients are on 0.5% ongoing charge with some larger clients on 0.2%. Their client bank consists of 70 hous
Small DA business in the South East for sale as the owner is in their 60’s and is looking to retire. Their client bank consists of 26 households which make up c£5m of FuM. Due to the small number of clients, this could suit someone looking to acquire a clean business for Change in Control of directly authorised permissions. The majority
The owner of this financial advisory business is looking to sell their ‘A & B’ clients due to illness. They are looking for an acquirer who will let them carry on servicing their ‘C value’ clients which have less than £50k of invested assets. They are looking to continue servicing these clients under their current network and will be
Joints owners of a directly authorised financial services business looking to sell their appointed representative firms as they are looking to exit the industry. The DA business just holds the permissions, and the AR firms hold the assets. Happy to consider sale of all three business or just the ARs. Collectively they are managing c£45m
The Director of this business is in their 70’s and is looking to sell their clients so they can retire. This is a small business managing c£5m of FuM which is generating £40k in recurring income. Their client bank consists of 18 households with average holdings per household on c£300k. Majority of the clients are based in London and the
This business is based in the West Midlands and is an Appointed Representative of a large network. They are looking to sell due to some of the team wanting to retire. The one remaining director feels that the business is likely to have reached capacity in terms of growing new clients if he is left to run the business single handedl
This directly authorised business was established over 30 years ago and has 5 partners, of which 3 of them are silent partners. The other 2 active partners are IFAs and are looking to stay on post sale in a reduced capacity to provide clients with continuity post sale. Plus, there are 2 other advisers in the business who are looking to b
Are you a Financial Adviser in Buckinghamshire or the surrounding area looking to retire or exit from Financial Services with up to £1m of recurring income? The Company Our client company was established in 2017 with offices based in Buckinghamshire. They have grown their FuM to £75m with 3 advisers and are looking to continue growing th
