Long-established advisory firm serving business owners and private clients in London and the South East

The Company – Our client company is a long established financial advisory business of over 30 years, serving Business Owners and Private Clients in London and the South East. Their head office is based near Tunbridge Wells. The firm provides advice in all areas of financial planning including: pensions, investment, inheritance tax planning, and protection.

Options – Immediate Buy-out

Our client is keen to grow their client bank through the acquisition of clients from a retiring adviser or an adviser wishing to exit financial services, with ideally £5m – £50m of Funds under Management. Ideally, clients should be anywhere within 30 miles of Tunbridge Wells, or clients working in the city.

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 structured, simple handover that is sensitive to your clients
  • Only want to deal with business that underpins the buy-out that is profitable and free from any debt

Criteria

You must be a Financial Adviser, with an established client bank with £5m – £50m Funds under Management

Locations

Tunbridge Wells

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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