Are you a Financial Advisor looking to retire and want your city clients to be serviced by an IFA firm who mixes traditional old-fashioned personal service by listening to client needs and using advanced modelling software which formulate an appropriate strategy to meet their bespoke needs?
Sell and retire - acquisition option
This option would suit Financial Advisors considering retirement and would like to support the client handover with helping to transition the servicing.
Acquisition Deal Value
Would consider paying up to 4 times recurring income for the right business / client bank with a payment structure over 2 years.
This is ideal for Financial Advisors based in London or South East and:
Prior to moving into financial services in 2010, the Director of this IFA firm had an successful, professional sporting career which has transferred excellent skills into the business environment. This independent financial advice firm was established in 2014 with prestigious offices based in the financial district to suit both city clients and those based in Greater London and South East. Their 3 Financial Advisors are supported by 3 dedicated back office team plus use of outsource for specialist functions.
The IFA firm has open architecture without the need for clients to be disinvested unless in their best interest to do so. Plus, they utilise inhouse Investment Mangers for bespoke or model portfolios for new investments with competitive Investment Manager charge of 10 bps.
Likely to reduce ongoing Adviser charges to 0.75% where these are higher, to ensure client consistency and no plans for immediate increases in client fee charging during deferred buyout period.
IFA Client Bank Criteria
Financial Advisor Client Acquisition Benefits
Greater London or South East