Established firm of financial planners – 50 year trading history – Sectors serviced include Financial Services, Healthcare, Employee Benefits & Mortgage Advice – c£200m AUA – Wiltshire – Ref 302

Traditional IFA / Wealth management firm – long trading history – £120m AUA – Merseyside – Ref 301
August 23, 2024
Traditional IFA firm now available for acquisition – c£20m AUA. RI £170k – North East England – Ref 303
August 23, 2024