The owner of this directly authorised IFA firm is looking to sell their client bank and retire. They are open to remaining with the firm post-sale for up to 6 months to support a smooth transition. The business has a loyal client bank of c162 households, many of which have maintained a relationship with the owner for almost 30 years. The
The owner of this network authorised IFA firm is beginning their succession planning and therefore is looking to sell their business in preparation for retirement. The business has c£57m FuM with a recurring income of c£411k. They have c120 active households with average holdings of c£470k. Their current ongoing charge is up to 1%
The owner of this directly authorised IFA firm is looking to sell their business and retire. They are open to remaining with the business for up to two years post-sale in an ambassadorial role to maximise client retention and ensure a smooth transition. The business has c£40m FuM and a recurring income of c£290k in 2022. The firm has c10
This directly authorised IFA firm was established over 25 years ago. The owner is seeking to retire and is therefore looking to sell. They are open to remaining with the business and continuing to advise post-sale until a new adviser is found to take over their clients. The business has another adviser who is self-employed and manages c£
The owner of this IFA firm is looking to exit from Financial Services and start an alternative business in an area they are passionate about. The business has c£9m FuM and a recurring income of around £75k, with an ongoing charging structure of between 0.75% and 1%. With only 13 active households, the majority of which are based in the H
This directly authorised IFA firm is looking to sell as the owner is seeking to retire. The business has c£25m FuM and a recurring income of c£116k for 2022, however this figure has been affected by the recent market and their recurring income for 2021/22 was c£130k which is on track to be caived again in 2023 The firm has 33 active hous
The owner of this North East based IFA firm is highly-client focused and is looking the right Acquirer for their clients so they are able to retire. It is necessary for the Acquirer of this firm to have knowledge of SASS / SIPPs as a number of this firm’s clients have these pension schemes. The business currently has c£23m of fee earning
The owner of this directly authorised IFA firm is looking to sell and retire. They are seeking an independent Acquirer who is able to provide an equal level of service to the client’s post-sale. For example, the Acquirer should be able to continue offering the face-to-face service that the current adviser offers. The firm has circa £7.5m