Client database & Investment portfolio available for acquisition – c£45m AUA. RI c£200k – Available enabling a planned retirement – Clients located in Gloucestershire, North Oxfordshire, Worcestershire, South Northants areas – Ref 198

Established and successful Financial Advisory firm – £36m FUM – Loyal client portfolio – Available for acquisition enabling the founding Director a “sell & stay” opportunity within a larger IFA/Wealth Management firm – East Sussex – Ref 197
September 19, 2023
IFA / Wealth Management Firm for Sale – £34m AUA & £170k RI – Derbyshire, Northamptonshire, & Buckinghamshire – Ref 199
December 15, 2023