This highly knowledgeable Chartered Financial Planner is looking to acquire a Directly Authorised IFA business through a share purchase or asset purchase

The Acquirer

This acquirer is a passionate individual who has amassed over 30 years financial services experience and developed highly technical knowledge having proudly maintained his Chartered Financial Planner status for over a decade. He is skilled in financial education and can appropriately impart his expertise.

Options – Share Purchase of an IFA Business or Asset Purchase

Our client is looking to acquire a directly authorised IFA business through share purchase or acquire a client bank via asset purchase. They could involve the takeover of the permissions of your directly authorised business and run it using the same investment model – removing need for novation and thus minimizing any disruptions to your clients. This would most likely suit a Financial Adviser looking for a ‘sell and go’ exit strategy. Living locally in Nottinghamshire, he is looking to acquire a local client base within 50 miles of Nottingham.

Value – circa 3.5x recurring income with likely 50% of the consideration price paid upfront – subject to negotiation.

This is an ideal opportunity if you:

  • Are considering retirement from being a Financial Adviser
  • Want a fair price for your client bank
  • Want your clients to receive minimum disruption
  • Keen for your IFA business to continue running beyond your retirement
  • Looking for an acquirer with Chartered Financial Planner status

Criteria

Ideally you should be a directly authorised IFA business with recurring income of up to £115,000 pa.

Locations

Within 50 miles of Nottingham

Call us now on 0208 0044 162 to discuss this further

Liability and Disclaimer

The information contained in our advert including any on target earnings information are given in good faith and IFA Acquisitions Ltd uses all reasonable efforts to ensure that it is accurate. However, IFA Acquisitions Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by IFA Acquisitions Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert.

 

<< Back