Are you a Financial Advisor based in the West Midlands seeking retirement or exit from the financial services?
Sell and Go
This would suit an Adviser looking to retire or exit financial services, although be available for handover meetings to ensure there is a smooth transition.
Acquisition Deal Value
Offering competitive acquisition deals of between 3 and 4 times recurring income with typically 50% upfront followed by two 25% deferred payments at the end of year 1 and 2.
Two IFA colleagues established their separate directly authorised IFA businesses in 2019, having both been IFAs for circa 10 and 20 years respectively. One is already Chartered and the other is on his way to becoming Chartered. Whilst they follow restrictive advice for new investments via 5 risk rated Managed Investment Portfolios, they both have open architecture to leave acquired clients within their existing investment mandates and for top ups, with no plans to change these investments or charging structure unless they can demonstrate that it is in the clients best interest to do so.
The IFAs have offices in Bromsgrove and Coventry and have clients across the West Midlands and surrounding area.
Recognising that everyone’s personal situations are unique, they will take the time to get to know your clients and what’s important to them to provide a seamless continuity of ongoing servicing to them. With full holistic financial planning they can provide advice to individuals, families and companies on pensions, investments and insurance to tax, estate planning, mortgages and equity release.
Using award-winning technology, they can provide straightforward and transparent advice in a simple and convenient way along with giving your clients 24/7 online access to their complete financial affairs. As a result, clients will remain well informed.
This is ideal for Financial Advisors:
IFA Client Bank Criteria
Call us now on 0208 0044 154 or click Apply
Liability and Disclaimer
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.