This South West based IFA business is looking to sell as the owner is considering retirement. This is a network authorised firm meaning there is little risk for the Acquirer as the network stands behind all advice given. The business also has a clean FCA compliance record and no high risks areas of advice. The business currently has c£31
The owner of this network authorised IFA firm is looking to sell their business and retire. The firm has c£60m FuM and a RI of around £277k. They currently have 150 active households with an average client age of 60 years old and an average holding per household of c£400k. Their current ongoing charge ranges between 0.2% and 0.75%. The o
The owner of this IFA business is looking to sell their firm and retire. This business is authorised via a network who stand behind all the advice given meaning there is little risk associated to the acquirer. The owner is open to offering support during the hand-over period. They are willing to help introduce the new adviser to their cl
The owner of this business is seeking to retire and is therefore looking for a buyer. The firm is an Authorised Representative of a Financial Adviser Network and has around £30m FuM which generates a recurring income of c£164k. Their current number of households is 33 with an average holdings per household of £912k (£600k+ excluding the
This firm is an Authorised Representative of a Financial Adviser Network. The owner of this business is looking to sell as they would like to retire. They are eager to undertake an Ambassadorial role with the business post-sale to ensure a smooth transition and maximise client retention. They would also like for the firms part-time Admin
This business is a directly authorised, execution-only low cost investment dealing and administration business that was established over 25 years ago. The owner of this family-run firm is looking to sell as they are seeking retirement. This business has a great deal of potential and is ripe for growth. The nature of the business allows t
The owner of this IFA firm is looking to retire within 2 years through an acquisition having worked in Financial Services most of his life. Ideally looking for an Acquirer who would be happy to TUPE his employed advisor and support staff. This business has c£25m FuM generating £140k recurring income, with a further £18m of FuI. Plus, rec
This directly authorised IFA firm is a family run business based in Northern Ireland, and the main shareholder is looking to retire and exit by the end of 2022. This firm has c£75m FuM with c£350k+ RI. The firm has written 50 DBTs since 2012 and in 2019 ceased permissions. All DBT advice followed ‘Gold standards’. They have no upheld com
This London based wealth and mortgage advisory firm with employed advisers and support staff is looking to sell their business as a whole or in parts as they are wanting to move exclusively into Wealth Management. They would like to stay on post sale to either continue servicing their clients (31 households with average holdings of c£50
This Midlands based IFA is looking to sell their active client bank of 120 households (ages 45 – 65 predominantly) which has been built over the last 7 years to move abroad to work as an Offshore Financial Adviser. As an RI and sole trader the vendor is seeking an asset purchase with a multiple of over 4x recurring income. Their client
