Are you a Financial Advisor based in Warwickshire / Midlands looking to retire and want to sell to a small IFA practice with open architecture with no immediate changes to investments or charges?
Sell and retire
This would suit Financial Advisors considering retirement and would like to support the client handover process in an Ambassadorial capacity.
Acquisition Deal Value
Will pay between 3 and 4 times recurring income.
This is ideal for Financial Advisors based in the Midlands area who:
After more than a decade developing expertise in personal and corporate finance, our client launched his independent Private Clients business in 2015. Following significant growth and success from delivering a high standard of client service to individuals and companies, including high net worth clients and corporate businesses whilst ensuring family values remained at the heart of all they do they are ready to acquire two to three IFA businesses with c£25m of Funds under Management.
With extensive industry knowledge, confident personality and strong work ethic this is reflected in their reputation for professionalism, expertise and broad service offering, which includes advice on personal and corporate taxation and tax planning, onshore and offshore investments, pensions, secured and unsecured lending and private banking.
IFA Client Bank Criteria
Financial Advisor Client Acquisition Benefits
Call us now on 0208 0044 154 or click Apply
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