Are you a directly authorised IFA with DB Pension Transfer permissions looking to sell your shares?
Sell and retire or sell and stay
Acquisition Deal Value
Would consider paying 3 to 4 times recurring income for the right client bank and potentially more for the shell company where the assets under management is below £10m.
This is ideal for Financial Advisors concerned that their DB transfers would put off acquirers buying their shares and losing out on Business Asset Disposal Relief.
This multi-award winning international advisory firm was established over 35 years ago and operates from the UK for over 20 years. They provide a broad range of Financial Services including Wealth Management Advice, Investment Banking, Retail Banking, Asset Management and Fintech apps. Working with ex-Pats the company’s offshore advisers are frequently seeking defined benefit pension transfers for their HNW and UHNW clients who have final salary pension schemes and meet the transfer criteria. Hence the reason for seeking an existing directly authorised IFA business where the shares can be purchased and our client seeks a change of control of permissions from the FCA.
The overall group has worldwide offices in over 25 countries across the world.
IFA Client Bank Criteria
Financial Advisor Client Acquisition Benefits
Nationwide, although preference for London or Home Counties
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.