Are you a Financial Advisor(s) based in South London, or the South East wanting to sell your IFA business to an experienced Acquirer with added expertise and financial backing of one of the industry’s top Acquisition Guru’s looking to help grow the firm from £150m FuM to £1bn FuM over the next 3 - 5 years?
Sell and retire - acquisition option
This option would suit Financial Advisors, (1 – 2 person firms) considering retirement and willing to stay on post sale to fully embed client integration to the Acquiring firm and new Adviser relationship.
Acquisition Deal Value
Competitive multiple of 3 to 3.5 times recurring income (higher for exceptional client holdings) with cash payment terms of 50% upfront followed by 25% at the end of Year 1 and 25% at the end of Year 2.
This is ideal for Financial Advisors based within the M25 or extending to the South Coast and Oxfordshire where you:
This is a chartered financial planning business based in South West London. They have been in business over 25 years and boast a team of highly qualified and experienced specialists.
Their clients are predominantly entrepreneurs, owners of small to medium sized businesses and self-employed professionals who are generating wealth or those planning or now in retirement who are receivers of wealth. Their existing client footprint is predominantly South West London, although this also extends to the South Coast – Southampton to Brighton and up as far as Oxford.
The firm manage c£150m of Funds under Management with ongoing Adviser Fee charging which is typically 0.85%.
The firm is directly authorised with the FCA with open architecture. Their investment proposition is predominantly held on Transact Platform and running discretionary model portfolios overseen by London based boutique Investment Managers.
They have successfully acquired two IFA businesses previously and are in the process of considering other deals,
IFA Client Bank Criteria
Financial Advisor Client Acquisition Benefits
London and South East (within the M25, extending to the South Coast and Oxfordshire)
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.