Surrey IFA Looking to Acquire 30-60 Clients

Up front budget: £315,000

Current turn over circa: £800,000

Cash offer: 4x recurring income

Established since: 2012

Locations: Surrey

Additional Notes: The firm offers flexible advice delivery, whether in person at their office or at clients’ homes. This continuity of service helps ensure clients feel supported throughout the transition, reducing the risk of attrition and supporting strong long term retention.

For the first year, there would be no changes to the existing investment proposition or charging structure. The focus would be entirely on building relationships and maintaining trust, giving selling parties greater confidence in a smooth and successful handover.

The acquisition would be funded using the owners’ own private capital. This means they have a significant personal stake in ensuring its success and are able to make swift decisions without reliance on external funding, avoiding unnecessary delays.

They are seeking 30 to 60 clients in Surrey or the surrounding areas, particularly households with average portfolio values above £300,000.

They would also consider retaining staff depending on individual profiles, with a particular interest in experienced administrators and paraplanners.

For more information please call 01765 698 699 and quote the reference number 181466 ask for Toby Holbrey