A rare opportunity to own a UK FCA independent financial adviser license. We are 3 exceptional operating financial advisory companies for sale. Do not hesitate to contact us at [email protected] for more information on this matter
First FCA company for sale
Directly FCA Authorized Business, founded in 1999, The Seller is looking forward to Retirement. The 180 Loyal Clients are aged 40 – 60, and are based in North Wales, Cheshire and Lances. This Business is 50% Investment, 50% Pension, with the average Investment being £50K – £100K, but some Millionaires in this Portfolio too. There is £14.5 Million in FUM.
Minimum Offer £575.000
Second FCA company for sale
UK FCA regulated IFA company for sale, circa 60 million GBP funds under management. This is an IFA practice with circa 250 to 300 clients, giving an average portfolio size of well over 200,000 GBP, has a team of 3 well established asset managers looking to stay on. The premises aren’t vital to be retained, but is advisable. The location of clients is based from Birmingham to London. The team itself are incredibly well trained at prospecting and closing clients to invest from their advice, they achieved over half a million GBP of new business last year. This year is no different. The client relationships are also maintained to an exceptional standard, from being established in 2010 from only two IFAs to now a team of circa 10 people. This is a very sticky business.
Minimum Offer 1,500,000 GBP.
Third FCA company for sale
Very unique opportunity to acquire a UK FCA regulated IFA firm with circa 100,000,000 GBP FUM. Located in the West London area. Their clientele has only been built up through organic growth, wills, power of attorney, client referrals, an acquisition, purchasing leads, attending trade shows and their sole connection to a tele sales firm that feed them leads. This is a firm that is adding 2,000,000 million FUM every month because of their set up, enthusiasm and unique lead generation. The firm just keeps growing and growing. There is more to this business too, that can only be discussed with clients that have signed an NDA.
Minimum Offer £3,1 million
Do not hesitate to contact us at [email protected] for more information on this matter