Wealth Management & Employee Benefits Consultancy – £53m FUM – Available for acquisition including advisory & technical staff – Hampshire – Ref 192
August 22, 2017
IFA Specialist Wealth Manager – Business offered for sale due to the retirement of the Founding Director – £21M FUM – Manchester – Ref 112
July 27, 2017

Financial Advisory Business available for acquisition as a going concern – £58m FUM – Devon/Somerset – Ref 153



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.

Express Interest

Interested and would like to learn more?
Call us on 020 4540 0457 or contact us here.

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