Are you a Financial Advisor based in SE London, Kent, Sussex or Essex looking to retire and sell to a full-service wealth management practice led by a Chartered Financial Planner?
Sell and retire - acquisition option
This option would suit Financial Advisors considering retirement with £15m - £60m of Funds under Management.
Acquisition Deal Value
Competitive multiple of recurring income of between 3 and 4 times with a payment structure typically over 2 years.
This is ideal for Financial Advisors based in South East London, Kent, Sussex or South Essex where you:
This firm was established 9 years ago and is led by a Chartered Financial Planner and Fellow of the Chartered Institute of Insurers (CII). Across the firm, they have highly-qualified advisers in specialist areas including pensions, investments, protection, mortgages, alternative investments and a wealth of experience in the sophisticated investment arena. The team has grown to 14 staff, including Advisers, Paraplanners, Administrators, Marketing / Business Development and Client-Care team. Because they work as a cohesive team, clients benefit from their collective experience and knowledge.
With access to open architecture the firm can retain clients on existing investment mandates and charging structures.
Ongoing charges is generally 0.5% although for smaller client investors this will be 1% (minimum £1,000). There would be no intention to make any immediate changes to adviser charges and they do not levy switch fees.
The firm take pride in their high standards of client service and in their care, which has resulted in high client retention rates and a rating of 4.9 out of 5 on Vouchedfor across c70 reviews.
The firm has successfully acquired an IFA business and has cash reserves to fund other suitable acquisition(s).
IFA Client Bank Criteria
Financial Advisor Client Acquisition Benefits
1. SE London
2. NW Kent
3. Rest of Kent,
4. West Sussex and East Sussex
5. South Essex
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.