Are you an IFA considering retirement and would like your clients to be handed over to a locally based Financial Advisor? This listed independent financial advice business offers a well established, tried and tested model; having successfully completed over 70 acquisition deals.

Sell and remain a Financial Advisor – acquisition option

If you are looking to receive a capital event for your client bank and remain a Financial Advisor, this option is available to you. As part of the acquisition process, you would become a registered individual of their financial advisory business. As a Financial Advisor within this firm, you will benefit from full back office support including Paraplanners and ability to use their regional offices.

Sell and retire – acquisition option

If you are seeking an immediate retirement and ready to hang up your boots, this IFA firm offers the opportunity to purchase your client bank and handover the servicing to one of their local, employed Financial Advisors. Due to open architecture, your clients would have a smooth transition with no immediate changes required.

Acquisition Deal Value

Highly competitive acquisition deals for Financial Advisors with up to 4 times recurring income paid over a 2 year period. Both share purchase and asset purchase would be considered on a case-by-case basis.

This is ideal for Financial Advisors who:

  • Are considering immediate retirement or want to retire within next few years
  • Would like a structured, simple handover that is sensitive to your clients through a tried and tested process having acquired over 70 IFA client banks and businesses
  • Would like clients to benefit from professional investment management support from their centralised investment managers
  • Only want to deal with a business that underpins the buy-out that is profitable with strong financials to provide peace of mind for deferred payments
The Company

Established nearly 20 years ago, this directly authorised, independent financial advice firm has regional offices throughout the South of England. Due to their successful year-on-year growth through organic business and successful acquisitions, they have become a listed company with multi-million pound turnover and sustained profitability. They have developed £5bn of funds under influence and over 70 Financial Advisors in their team.

Their local Financial Advisors are supported by a large support team including Diploma qualified Paraplanners from both their Head Office and regional offices. Whereby regional hubs have been acquired, they have retained existing support team members.

This independent financial advice firm has open architecture for seamless client transitions. In addition, they have their own in-house DFM for bespoke and model portfolios which makes up their centralised investment proposition

Locations
  • Open to Financial Advisors with client banks of all sizes across the South of England
  • Would also consider medium-sized IFA firms across the North of England to create new regional offices

 

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.