Family Owned & Managed IFA Business offered for acquisition enabling the founding Director an industry exit and retirement – £108M fum – Cheshire – Ref 109

Long Established Financial Planning, Advisory client portfolio available for acquisition – c£14m FUM – Loyal & Longstanding client portfolio – West Yorkshire – Ref 108
July 22, 2015
Modestly Scaled Sole Trader IFA available for acquisition due to ill health and retirement of the Founding Director – c£10m FUM – Gloucester / Bristol area – Ref 110
July 25, 2015