London Firm Paying Over 12 Months For Local IFAs

Up front budget: £3,500,000

Current turn over circa: £2,500,000

Cash offer: 4x-4.5x

Established since: 2017

Locations: Greater London

Additional Notes: They have the capacity and capital reserves to complete acquisitions within a 12 month timeframe, allowing sellers to accelerate their payout and materially reduce ongoing risk exposure following agreement.


The purchase is funded entirely through the principals’ own capital. This ensures a direct personal incentive to retain every client and deliver long term success from the acquisition.


Clients’ existing fee structures will be maintained for at least the first year, allowing for a structured bedding in period. This approach prioritises relationship building and continuity before any commercial adjustments are considered, supporting stronger client retention.


They are seeking retiring advisers with clean compliance records and well maintained files in Greater London and the surrounding areas.

For more information please call 01765 698 699 and quote the reference number 181474 ask for Toby Holbrey