ifa for sale in east anglia
IFA Advisory / Wealth Management business – Essex – £58m FUM – C£230K Recurring income – Ref 159
August 23, 2018
ifa for sale in east anglia
Wealth Manager / HNW Client Portfolio – Essex – c£230m AUM – Available for Acquisition – Ref 142
April 26, 2018

Chartered Financial Planning Firm – £132m FUM – Available for acquisition as a going concern – South Wales – Ref 152

retiring ifa for sale in wales



Established to service client demand within South Wales this Chartered Advisory firm has consistently achieved growth and profitable returns whilst maintaining excellence in client service and growth in target markets.

Strong presence within community and local businesses.

Impeccable systems and processes. Fully FCA compliant.

Significant growth prospects.




Retirement planning of the founding Director presents an opportunity for an acquirer business a turn-key investment complete with premises, highly qualified advisory and support staff.




A share sale is sought enabling the vendor ETR eligibility.

Applying normal market metrics it is expected this will attract a premium valuation with consideration passing from acquirer to vendor in deferred payments over an 18 month term (50:25:25) subject to DD / Contract etc.


Express Interest

Interested and would like to learn more?
Call us on 020 4540 0457 or contact us here.

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