Would you like a local Chartered IFA firm based in the South West to takeover the servicing of your clients?

The Company – Our client company is a leading Chartered IFA firm, directly authorised with the FCA and based in Plymouth. They have 10 IFA’s operating across the South West with a large client bank across Cornwall, Devon, Somerset and Dorset.

The company has been established for 10 years, and there is a fantastic team ethic where many of the team previously worked together in bancassurance as Senior Financial Planning Managers, before the company was set up. They recognise that advances in technology mean their clients are increasingly choosing to interact with them across multiple channels: face to face, on the telephone and online. That’s why they introduced new Digital Services, utilizing a client portal and risk profiler powered by Dynamic Planner and Intellifo to provide clients with real choice of accessing their services.

Options – Buy-out (sell and go)

The company have developed a substantial client bank across the South West. They have established an excellent referral relationship with a Legal Services firm who identify financial planning opportunities whilst undertaking their will writing service.

Value

Negotiable – Generally 3 – 4 times recurring income

This is an ideal opportunity if you:

  • Are considering retirement / semi-retirement
  • Want a fair price for your client bank
  • Would like a Chartered, Independent advisory firm to focus on servicing your clients
  • Would like a structured, simple handover that is sensitive to your clients

Benefits

  • Chartered IFA firm, directly authorised by the FCA
  • Team of 10 IFA’s support by in-house support team
  • Utilising advances in technology to interact with their clients across multiple channels
  • Able to undertake will writing as part of client meetings to allocate your clients wealth, for future generations

Criteria

You must be a Financial Adviser, with a client bank of ideally high net worth individuals based anywhere within the South West

Locations

South West (Devon, Cornwall, Somerset and Dorset)

Contact us:     Call us now on 0208 0044 162 to further discuss this opportunity, or email us at [email protected] with your interest and details to receive a call from one of our Senior team.

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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