Leading Southern IFA Experienced With Acquisitions

Up front budget: £500,000

Current turn over circa: £1,500,000

Cash offer: Up to 4x Recurring

Established since: 2008

Locations: Dorset

Additional Notes: A highly professional Chartered Advisory Firm with a proven acquisition track record and a supportive approach to post-sale transitions. This is an ideal opportunity for Principals seeking a clean exit or a phased handover while staying meaningfully involved.

Sellers have the option to remain as employed advisers — full- or part-time — and gradually transition their client bank at a pace that suits both parties, ensuring continuity and a smooth client experience.

The firm has retained over 98% of clients from past acquisitions, with further uplift on deferred payments thanks to strong organic growth post-sale. With a highly qualified internal team — including Chartered advisers, paraplanners, and compliance staff — sellers can be confident their clients will continue receiving top-tier advice and care.

For more information please call 01765 698 699 and quote the reference number 181322 ask for Toby Holbrey