Are you a Financial Advisor based near Crawley, looking to retire and sell your entire client bank or want to segment your client bank by selling off surplus 50 - 100 clients to a Chartered IFA?
The Acquiring Company
With a career history spanning over 20 years in financial services and setting up his own directly authorised IFA business in 2006. Our client is a Chartered Financial Planner supported by a team of three support staff servicing the needs of clients from all walks of life with unbiased fully independent financial advice in investments, pension planning, mortgages, protection, equity release, long term care, estate planning and inheritance tax planning.
Acquisition Options - Buy-out (sell and go)
With back office support of a Practice Manager, Paraplanner and Administrator he has capacity to absorb 50 - 100 clients to provide you with reassurance that your clients will continue to receive high quality independent financial advice after your retirement. You would be expected to provide a handover of clients where you would double head client meetings to introduce the new acquirer.
Competitive multiples paid - typically, 3 to 4 times recurring income
This is an ideal opportunity for Financial Advisors who:
Client Bank Criteria
Crawley, West Sussex (Post Codes RH10 and RH11)
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.