Are you a Financial Advisor looking to sell your client bank due to retirement or exit from Financial Services industry?

The Acquiring Company

This Private Wealth Management business is a boutique firm of independent financial advisers based in London and Nottingham, with group locations in Wolverhampton, Newcastle upon Lyme and Bridgnorth offering professional advice to both private and corporate clients. They made their first acquisition just over 3 years ago and manage almost half a billion of Funds under Management. They are able to offer general financial planning advice for both private and corporate clients, including employee benefits.

Ideal Locations


Ideal Size of Acquisition

Ideal client bank size would be £20m to £65m of Funds under Management.

Acquisition Deal Value

Negotiable – offering highly competitive acquisition multiples of 3 to 4 times recurring income with an upfront payment which can range between 33% and 60%.

They will consider asset or share purchases, subject to due diligence. Advisers that would like to stay on can be employed or self-employed.

This is ideal for Financial Advisors:

  • Considering retirement and wanting to sell a firm with open architecture
  • Would like a structured handover that is sensitive to your clients
  • Wanting to deal with highly successful industry experienced professionals who have an excellent track record of managing acquisitions
  • They are not interested in buying DB Pension transfer assets due to these posing potential reputational risk. However, they could compensate by offering more for the other assets so that a vendor would not lose out financially.


  • They have open architecture with ability to advise on the whole of market
  • They have no plans to make major changes to existing investment mandates or charges
  • A seamless transition which enables you to still be available in the background if they had any queries and to support the adviser – thus maximising retention of clients
  • Tried and tested experience of acquiring another IFA business



Call us now on 0208 0044 154 or click Apply

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The information contained in our advert including any valuation calculations and percentage of up front and deferred payments are given in good faith and Premier Jobs UK Ltd uses all reasonable efforts to ensure that it is accurate; we give 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 Premier Jobs UK Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert.