retiring ifa for sale in south east
Sole Trader / IFA Wealth Manager – Long established client database and investment portfolio offered for sale enabling the retirement of the founding Director – Modestly scaled with c£20m FUM – Hampshire / Surrey borders – Ref 156
July 16, 2018
retiring ifa for sale in wales
Chartered Financial Planning Firm – £132m FUM – Available for acquisition as a going concern – South Wales – Ref 152
June 12, 2018
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Financial Advisory Business available for acquisition as a going concern – £58m FUM – Devon/Somerset – Ref 153

retiring ifa for sale in south west



Established to service clients within South Devon this business manages c£58m FUM via two Diploma qualified advisers. Operating in a traditional style as a member of a leading network the firms systems are fully FCA compliant.

Recurring revenue of c£260k is generated from a portfolio of 235 clients with an average case size of c£250k.

The business is long established and prominent within the geographical area serviced.




The Directors are mindful of the benefits of scale. Growing levels of compliance and regulatory pressure is increasingly adversely influencing client facing time.

Whilst only aged in their mid 50″s retirement isn’t an option however working within an environment with a clear path towards that goal is. Both enjoy client facing adviser work and wish to continue providing such.




Neither Director needs an immediate capital event. However both have an interest working within an organisation where that capital consideration can be achieved at market rate with defined metrics providing incentive for continued levels of service and modest growth.

Interested and would like to learn more?
Call us on 0333 555 6000 or contact us here.