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

Privately owned “traditional” style IFA firm for sale – £30m AUA & £74k RI – West Midlands – REF 195
August 14, 2023
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
November 10, 2023