retiring ifa for sale in wales
Traditional IFA servicing a long-standing and loyal client portfolio within South Wales and the Valleys. c£65m FUM – Ref 148
May 11, 2018
Wealth Manager / HNW Client Portfolio – Essex – c£230m AUM – Available for Acquisition – Ref 142
April 26, 2018

Financial advisory firm – c£50m AUM – Client portfolio of loyal & longstanding high quality clients predominantly based in Hampshire & Dorset – Ref 145



Based in Hampshire the Firm has serviced and maintained a loyal client portfolio comprising individuals, families and Companies within the mass affluent and HNW sectors throughout the South of England.

A profitable Business managing c£50m FUM and with positive cash reserves, the Business has an enviable record of providing robust investment advice. Annual recurring revenue of c£215k is anticipated and an annual turnover of c£255k is consistent with previous trading periods.
Operating in a contemporary style the firm has maintained computerised client and transactional records throughout.





Interest is invited from Chartered Wealth Management professionals with a real appreciation, resources and cultural abilities to meet the demands of an exacting client audience.





Interest is sought from advisory firms that will support the further development of the Business through shared resources, common purpose and endeavour, whilst meeting the future ambitions of the owner, who wishes to continue to work with his existing clients within a new organisation.”


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