Are you a Financial Advisor based in the North East looking to retire and want your clients to be serviced by an IFA firm ranked as one of the Top 100 Financial Advisers in the country at the prestigious Financial Times Adviser Top 100 Financial Adviser awards?
Sell and retire - acquisition option
This option would suit Financial Advisors considering retirement and would like to support the client handover and help in transitioning clients to the new Financial 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 Newcastle and the North East where you:
The firm was established pre 2000 and has grown to a team of 49 staff, which includes 6 IFAs.
They have been ranked as one of the Top 100 Financial Advisers in the country at the prestigious Financial Times Adviser Top 100 Financial Adviser awards. Also ranked the top firm in the North East for six or fewer advisers - a superb achievement given that there are 17,000 firms throughout the country and more than 30,000 advisers.
The firm have invested significant resource into staff training and support to improve knowledge, qualifications and team capability over recent years. They have an in-house Investment Manager who looks after fund choices for 6 model portfolio profiles. However, as the firm are directly authorised they have open architecture which enables existing investment mandates to remain untouched.
They have always taken pride in their high standards of client service and in their care, which has resulted in high client retention rates which features within one of the award criteria.
Having worked incredibly hard to grow the business to where it is today, through the development of a lead generation division, they want to continue to grow clients across the North East through the acquisition of clients from retiring IFAs and less reliance on lead generation.
IFA Client Bank Criteria
Financial Advisor Client Acquisition Benefits
Newcastle and North East
Call us now on 0208 0044 154 or click Apply
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