Are you looking for a long established holistic IFA firm based in the City of London to acquire your clients and having payment terms within 19 months?

The Acquirer

This holistic independent financial advisory firm truly believes in supporting their clients through providing impartial advice on their full financial planning affairs. Since establishing nearly 25 years ago, they have grown to a sizeable team of 60+ with their 16 Chartered Independent Financial Advisers backed by expert support staff. Their ethos is to be one of the most respected IFAs for sound financial advice and building long term client relationships.

The firm has a turnover of £8m with £1.2 billion of assets under administration. Offering clients 3 levels of service on highly competitive client fees for fully advised, MPS or full discretionary fund management for higher net worth clients. Their Chartered IFAs are paid a well-earned salary and not remunerated by commission or bonuses.

Offering fully independent advice with no vertical integration the firm has grown through referrals and 3 acquisitions to date. They are keen to continue to grow through the acquisition of high quality IFA firms whose clients live within 50 miles from the City of London

Acquisition Option – ‘Sell and Go’ with the seller supporting the transition in an Ambassador role

Our client is looking to acquire a high net worth client bank through offering a sound and highly trusted holistic financial planning. Following the sales and purchase agreement being signed, you will move into an Ambassador role, whereby you will assist in handing over the servicing of the client. For each individual client, you will have the ability to select from their team of Financial Advisers to identify the best match. Your charging structure would remain in place for the first 2 years of the relationship to fully embed the client, unless the client wants to benefit from additional services earlier, such as cashflow modelling

Value – typically circa 3 – 3.25x recurring income with 50% upfront, followed by 25% in months 13 and 25% in months 19

This is an ideal opportunity if you:

  • Are looking for a highly respected holistic IFA firm whose ethos is building strong, long-term client relationships built on solid foundations having been established since 1995.
  • Want to ensure your clients financial affairs are handed to their stewardship with total
  • peace of mind
  • Want to continue in an Ambassador role as part of the transition process
  • Looking to match individual clients to the most appropriate Chartered Financial Planner
  • Want a firm that has experience of acquiring client banks and providing smooth transitions
  • Looking for an independent firm with no vertical integration


  • Should be high net worth clients
  • Be located within 1 hour travelling distance of Central London


Home counties

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.