Chartered Wealth Management / IFA Business Offered for Acquisition. Subsidary of leading regional chartered accountancy practice. £60m FUM. Devon – Ref 104

Modestly scaled IFA client database & Investment Portfolio available for acquisition – Bristol – Ref 103
July 9, 2015
Long Established Sole Trader IFA – Client database & Investment portfolio offered as a retirement sale – £15m FUM – Ribble Valley, Lancashire – Ref 105
July 15, 2015