Sole Trader Financial Adviser – £11m FUM – Recurring Income £75k – Retirement Sale – Oxford – Ref 190
January 5, 2018
Retirement sale – long established sole trader IFA – Somerset & Borders – £21m FUM – Recurring Income £125k – Ref 188
August 22, 2017

Chartered Financial Planning Firm – Offered for Acquisition – £300m FUM – Central London – Ref 124

IFA for sale in london



A long-established firm of Chartered Financial Planners / specialist Wealth Manager servicing a portfolio of 2,000 clients, all active and retained on signed service agreements.


£300m FUM generating c£1.8m recurring income and EBITDA of £1.2m.


Privately owned and managed business. Strong branding. Fully FCA compliant.


Robust and well-founded business model.





Pragmatically reflecting on growing regulatory demands from the FCA the founding Director harbours concern continued fully compliant process will soon impact on available client servicing capabilities and commercial returns.


Interest is sought from new entrants to the advisory market wishing for a turn-key platform solution to develop their advisory proposition or from an existing advisory business seeking greater growth / market presence in the South East of England.





Market rate consideration is anticipated for this £2.5m t/o business over a 24 month period subject to terms.

Express Interest

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

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