An Opportunity to buy the Business and Assets of an Established Independent Financial Advisor in North Wales - Project Daffodil

Opportunity & 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

Expressions of Interest
•      Interested parties will be required to sign a nondisclosure agreement (NDA) before further information is provided.

•     Offers with proof of funding must be received by 12noon on 13 December 2024.  Please note that any sale Is likely to have to complete during w/c 6 January 2025 and will be done via an Administration process

For further information, please download attached Notice of Sale

To request an NDA, please email [email protected]