Are you a Financial Advisor or IFA firm based in the North West, North Wales, Liverpool, West Yorkshire, South Yorkshire or North Midlands looking to sell to a well-capitalised firm experienced in acquiring IFA practices?
Sell and retire - acquisition option
This option would suit Financial Advisors or the owner(s) of SME IFA firms considering retirement.
Acquisition Deal Value
Will consider paying 3 to 4 times recurring income for the right business / client bank with a payment structure, typically over 2 years. Will consider share sale or asset sale.
This is ideal for Financial Advice businesses based in the North West, North Wales, Yorkshire or North Midlands, who:
The firm was established in 2009 and we have been involved with this firm since 2013 when we placed a senior IFA and who is still with the company today. The team has grown to 25 which includes 8 Financial Advisors. Recently moved their head office to Manchester, having centralised their other offices in Liverpool and North Wales. The firm have a mixture of restricted and Independent Financial Advisers, enabling the firm to have access to open architecture. As well as having a strong in-house support team they also outsource some paraplanning and admin tasks.
Their typical Adviser charging structure for ongoing servicing is 1% up to £750k and 0.75% above. However, the firm would intend building client relationships during the deferred buy out period before making increases in ongoing fee charges or changing existing investment mandates. Either of these earlier changes would be in the context of adding value which could be in a variety of ways and with the client’s agreement.
IFA Client Bank Criteria
Financial Advisor Client Acquisition Benefits
North West (Head office based in Manchester), North Wales (previous office location), Liverpool (previous office location), West Yorkshire, South Yorkshire and North Midlands
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.