An Edinburgh based IFA / Wealth Management firm – £120m FUM & £630k RI – Now available for acquisition enabling the founding Director a retirement opportunity – Ref 286

Well Founded & Managed IFA / Wealth Management Firm – £150m AUA & £900k RI – West Midlands – Ref 283
January 16, 2023
IFA Client Database & Investment Portfolio available for acquisition – South Wales – £20m AUA – £95k RI – REF 289
March 31, 2023