Are you a Financial Advisory business serving ex-Pat clients, preferably based in Spain or Portugal which has IDD/MiFID EU licence seeking retirement and sale of your client bank to an established independent wealth advisory firm whose head office is in Gibraltar?
Sell and retire - acquisition option
This option would suit a small IFA family practice where the owners are retiring and are wanting to sell their client book with up to £30m of funds under management with recurring income revenues of circa £150k.
Acquisition Deal Value
Would consider paying 3 to 4 times recurring income for the right client bank with a payment structure, typically over 30 to 36 months.
This is ideal for Financial Advisors based in Spain or Portugal, although would also suit UK IFA businesses with ex-Pat connections where you:
The firm was established in 2007. They operate from a highly regulated Financial Centre in Gibraltar with an FCA authorised office in Central London and satellite offices in Spain and Portugal.
With revenues in 7 figures and strong profitability this firm has adequate cash resources without a need for borrowing to cover the upfront payment for most purchases.
They are regulated by the Gibraltar Financial Services Commission and authorised by the Financial Conduct Authority to provide financial services in the UK. Their team of specialists are professionally qualified, as an absolute minimum, to UK Level 4 Standards and authorised to give UK advice by the Financial Conduct Authority.95% of their clients are Brits with:
They provide the following services:
They have always taken pride in their high standards of client service in their care, which has resulted in high client retention rates.
IFA Client Bank Criteria
Financial Advisor Client Acquisition Benefits
Spain, Portugal, Gibraltar or London
Call us now on 0208 0044 154 or click Apply
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