Are you a Financial Adviser in London or the Home Countries looking to sell your client bank and are interested in maintaining a relationship with the buyer firm through an ambassadorial role post sale?

The Company

This respectable independent wealth management firm was established in 2007 and is directly authorised. They strive to operate with integrity and provide their clients with high quality financial advice that focuses on achieving positive outcomes. The firm has £200m FuM and a team of 4 advisers, several of whom are chartered planners, as well as 3 support staff. They offer both face-to-face and video / telephone advice to their clients and have their own CIP which currently consists of 4 different strands

  • Advisory service
  • Managed portfolio service
  • Ethical advisory service
  • Full discretionary and bespoke
  • Potentially adding a 5th strand of passive offering

The firm has substantial funds to support their development plans and has previously completed two successful acquisitions, demonstrating their proven model for retaining clients. They are seeking to acquire an IFA business with FuM of £20m to £100m and average holdings per household of around £250k.

Ideally, they are looking for a seller who would be interested in maintaining a relationship with the business and offer support via an ambassadorial role post sale. They are open to either share or asset purchase and will consider DBT’s, subject to due diligence.

Sell and Go, Maintaining a relationship with the firm

This is ideal if:

  • You are considering retirement
  • You only want to deal with a financially sound and highly reputable Independent Financial Advisory firm who have experience of acquiring other IFA businesses
  • You want your clients to be looked after by local IFAs
  • You are interested in maintaining a relationship with the business in an ambassadorial role post sale


Generally, a multiple of:

3x of ongoing fee income for clients under 75

2x for clients ages 74 to 85

0.5x to 1x for clients aged 85+

Payment terms preferred on an annuity basis over 5 years


  • Independent Financial Advice
  • Tried and tested acquisition model which will enable smooth transition of clients to maximise retention
  • Happy with both share and asset purchases
  • Will consider DB transfers subject to file checks via due diligence where transfer advice meets ‘Gold Standard’
  • Opportunity to take on an ambassadorial role within the business post sale


  • You must be a Financial Adviser
  • Minimum average holdings per household of around £250k
  • Clean compliance record with no / few upheld complaints
  • Will consider DBTs subject to sufficient due diligence


Home Countries or London up to Cambridge.

Call us now on 0208 0044 162 or click Apply

Liability and Disclaimer

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. However, Premier Jobs UK 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 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.