Are you an IFA based around Watford or north of the M25 and want to retire within the next year, ensuring your clients having a smooth transition to a well-established sole adviser firm?

This deal is ideal for IFAs:

  • Wanting to retire from being an IFA within the next year
  • Want to ensure your clients go through a smooth transition period with an experienced Adviser who has acquired two previous IFA businesses

Acquisition Value 

  • 3 to 4 times recurring income

The Company

  • Our client was established in 2003 and its Director has over 25 years’ experience in the financial services industry
  • They are directly authorised with the FCA with open architecture
  • This company use a combination of Zurich and Aviva as their preferred wrap platforms, however having open architecture will retain existing investment mandates in place
  • Their charging structure is 3% initial on the first £100k and then sliding scale downwards for larger investments with a cap of £8k with an ongoing 3 tier value service proposition

a)      Gold Service includes an annual zoom review – 0.5%

b)      Diamond Service includes an annual F2F review in client’s home – 0.75%

c)      Platinum Service includes half yearly F2F reviews in client’s home – 1%

  • They also hold Advanced pension qualification for DB transfers

Criteria

  • This would suit a small IFA with up to £50k of recurring income

Locations

  • This company is hoping to acquire further clients north of the M25

Benefits

  • Competitive multiple of recurring income
  • Selling to an established and experienced Independent Financial Adviser
  • Someone who enjoys driving to clients homes to meet face to face for reviews and offers old fashioned client service to build strong long term relationships
  • Can put you in touch with satisfied vendors who entrusted this adviser to acquire their clients

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.

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