Would you like a well-established West Sussex based IFA firm to takeover the servicing of your clients?

The Company – The company’s head office is based in Hailsham, West Sussex with 6 IFA’s and 5 Mortgage Brokers located in the South East (Sussex, Hampshire, Surrey and Kent). They have 4 in their support team and in-house compliance.

Options – Immediate Buy-out or Deferred Buyout in 3 years’ time

This well-established Independent Financial Advice firm which is directly authorised with the FCA, is looking to expand by acquiring clients from a retiring IFA or someone wishing to exit financial services. Through their team of IFA’s they have the capacity to ideally acquire high net worth client banks with £15m – £50m of Funds under Management.

Value

Generally 3 – 4 times trail / ongoing fee income payable over 2 years

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 £10m – £50m Funds under Management

Locations

South East (Sussex, Hampshire, Surrey and Kent)

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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