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, 2017
Long Established Financial Planning, Advisory client portfolio available for acquisition – c£14m FUM – Loyal & Longstanding client portfolio – West Yorkshire – Ref 108
July 22, 2017

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



A Directly Authorised privately owned business with two advisers providing service to a client portfolio of approximately 250 within the county of Cheshire.

Established 20 years ago – many long standing and loyal clients.

£108m FUM generating a recurring income of c£400k.

Profitable and FCA compliant.





The founding Director now in his mid 60’s wishes for retirement and the orderly transfer of his clients to an organisation with “best of breed” servicing capabilities and similar cultural values.

The firm employs a Chartered Financial Planner and highly qualified support staff that are available for on-going employment within the acquirer organisation.





Market rate consideration is expected for this business paid over an 18-24 month period subject to DD and contract.

The vendor has made clear whilst price is important the final choice of acquirer will rest with one displaying common cultural values, ethics and client service proposition.

It is expected the vendor will remain within an Ambassadorial capacity post sale ensuring the seamless transfer and integration of client relationships.

Express Interest

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