IFA PURCHASERS - Buyer Search
Showing ALL IFA PURCHASERS
Your search returned 182 result(s). Please click on the title for more information.
Professional IFA Firm, South Coast up to £50,000 up front payment, Phased Retirement / Buy Out optio
Buyer Ref : 218
Professional IFA firm with offices in Bournemouth and London are looking to expand their business by way of acquisition. This organisation has grown its client bank to date by developing relationships with professional introducers in the medical sector as well as accountants and solicitors practices. Currently advising a range of clients across Pensions and Investments as well as Mortgages and Protections when required. Advisers within this firm are near diploma qualified and are working toward pushing the business forward ahead of RDR. This firm is keen to work alongside a retiring IFA on a phased basis to ensure a smooth handover of the clients, ensuring clients best interest at heart at all times.
Professional IFA firm with offices in Bournemouth and London are looking to expand their business by way of acquisition. This organisation has grown its client bank to date by developing relationships with professional introducers in the medical sector as well as accountants and solicitors practices. Currently advising a range of clients across Pensions and Investments as well as Mortgages and Protections when required. Advisers within this firm are near diploma qualified and are working toward pushing the business forward ahead of RDR. This firm is keen to work alongside a retiring IFA on a phased basis to ensure a smooth handover of the clients, ensuring clients best interest at heart at all times.
Buyer Ref : 217
Established Firm of Independent Financial Advisers who offers predominantly Investment and Pension advice to clients in the Lancashire and West Yorkshire area on both a personal and corporate basis. Collectively the 4 Advisers within this firm has 80 years financial services experience so you will be leaving your clients in a safe pair of hands. This firm was successful in increasing its production during 2009 based on 2008 business, and has built its recurring income to £150,000 approx per year. These professional Advisers are currently working towards the Diploma exams and hope to hold these qualifications well ahead of 2012. This is a serious buyer with funds in the bank, call us now to arrange a meeting with this firm now.
Established Firm of Independent Financial Advisers who offers predominantly Investment and Pension advice to clients in the Lancashire and West Yorkshire area on both a personal and corporate basis. Collectively the 4 Advisers within this firm has 80 years financial services experience so you will be leaving your clients in a safe pair of hands. This firm was successful in increasing its production during 2009 based on 2008 business, and has built its recurring income to £150,000 approx per year. These professional Advisers are currently working towards the Diploma exams and hope to hold these qualifications well ahead of 2012. This is a serious buyer with funds in the bank, call us now to arrange a meeting with this firm now.
Buyer Ref : 216
With 75 years of trading history, £2.1Million annual turnover, £550k of trail and chartered advisors in-house you can rest assured your business will be in safe hands. My client has recently purchased a retiring IFA's client base and has wet his appetitive to do more. With cash available NOW!, option to purchase your Ltd company shares and flexible exit strategy your offer can be tailored to suit you. If your business has a good percentage of recurring income to turnover, have clients with over £100k of liquid assets and is based in the South West we want to hear from you now. Full client details available upon request.
With 75 years of trading history, £2.1Million annual turnover, £550k of trail and chartered advisors in-house you can rest assured your business will be in safe hands. My client has recently purchased a retiring IFA's client base and has wet his appetitive to do more. With cash available NOW!, option to purchase your Ltd company shares and flexible exit strategy your offer can be tailored to suit you. If your business has a good percentage of recurring income to turnover, have clients with over £100k of liquid assets and is based in the South West we want to hear from you now. Full client details available upon request.
Buyer Ref : 214
My client, a team of Consultants working towards Chartered status, has been established for more then 20 years and are serious about growing their business by way of acquisition during 2010. This firm predominantly deals with Mid – High Net Worth clients on Pension, Protection and Investment products (both Corporate and Personal). During a tough year the average Adviser still managed to produce £300,000 of business, which has been put down to the client service proposition in place, which is set out and agreed on the first meeting. To arrange an appointment with this organisation and find out more call us now.
My client, a team of Consultants working towards Chartered status, has been established for more then 20 years and are serious about growing their business by way of acquisition during 2010. This firm predominantly deals with Mid – High Net Worth clients on Pension, Protection and Investment products (both Corporate and Personal). During a tough year the average Adviser still managed to produce £300,000 of business, which has been put down to the client service proposition in place, which is set out and agreed on the first meeting. To arrange an appointment with this organisation and find out more call us now.
Buyer Ref : 213
Highly experienced and Diploma Qualified IFA’s based in the South East with links with professional connections in the local area. The business is predominantly based on referrals and recommendations from existing clients. This firm also has excellent back office systems in place together with a competent team of support staff which means maximum time for the Adviser sitting in front of clients providing them with best advice. Your clients will be in safe hands being looked after by a forward think and progression firm of IFA’s.
Highly experienced and Diploma Qualified IFA’s based in the South East with links with professional connections in the local area. The business is predominantly based on referrals and recommendations from existing clients. This firm also has excellent back office systems in place together with a competent team of support staff which means maximum time for the Adviser sitting in front of clients providing them with best advice. Your clients will be in safe hands being looked after by a forward think and progression firm of IFA’s.
Financial Services Business Sales and IFA Buyers:
This is just a small selection of the buyers we have available.
We are experts at leveraging the sale of your IFA business and not all clients looking to buy an IFA or wealth management business are listed on the site yet.
We are being contacted by lots of new buyers and new sellers on a daily basis and unfortunately are now running a delay. If you can not see an appropriate IFA buyer here then please contact us.