Are you a Financial Advisor or partnership based within 40 miles of Manchester looking to retire and want your clients to be serviced by a local IFA firm with existing £200m FuM?
Sell and retire - acquisition option
This option would suit Financial Advisors with £100k to £200k of recurring income considering retirement and would like to support the client handover and help in transitioning clients to new advisers for ongoing servicing.
Acquisition Deal Value
Would consider paying 3 to 4 times recurring income for the right business / client bank with a payment structure, typically over 2 years.
This is ideal for Financial Advisors based in Manchester, North West, South Yorks or West Yorks where you:
The firm was established in 2002 and has grown organically and through acquisitions.
Whilst the bulk of their assets under management are on open architecture the firm established their own discretionary fund management in 2019. With two experienced fund managers managing a range of model portfolios, each to a different level of investment risk which are low cost, efficient and actively managed, they aim to achieve the best risk-managed returns through their strategic and tactical asset allocation decisions and fund selection. Additionally, the firm will be offering bespoke DFM to high-net-worth clients.
The firm currently have 6 IFAs plus support team to provide clients with an independent financial planning service.
They have always taken pride in their high standards of client service and in their care, which has resulted in high client retention rates.
The firm are funded to grow by two acquisitions each year.
IFA Client Bank Criteria
Financial Advisor Client Acquisition Benefits
40 mile radius of South Manchester, to include North West, West Yorkshire or South Yorkshire
Call us now on 0208 0044 154 or click Apply
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