Acquisition Opportunity

Opportunity and key features

• Opportunity to acquire the business and assets of an established FCA regulated IFA in North Wales.
• Annual turnover of c.£1m.
• 15 full time staff.
• Firm holds defined benefit transfer servicing rights for c.300 clients with combined AUM of approximately £19m.
  This generates recurring annual fee income of c.£350k.
• Principal to one authorised representative firm.
• Access to a well-established client base with concentration in North Wales, Cheshire and Staffordshire.
• Potential acquirers must hold the requisite FCA authorisations and permissions to act as an IFA in the UK.

Assets Available

Assets available but not limited to:

• Intellectual property including the trading name, logo, website and imagery.
• Access to existing client list and associated data.
• DBT servicing rights.
• Office equipment

Financial Overview

Expressions of Interest

Interested parties will be required to sign a confidentiality undertaking. Offers with proof of funding must be received by 12 noon on 13 December 2024. Please note that any sale is likely to have to complete during w/c 9 January 2024 and will be done via an Administration process.

For Further Information

All enquiries, including requests for a confidentiality undertaking, should be directed to:

Carl Lever
E: [email protected]
T: 07483 309 268

Gillian Leigh
E: [email protected]
T: 0161 837 1700