Financial advisory firm – c£50m AUM – Client portfolio of loyal & longstanding high quality clients predominantly based in Hampshire & Dorset – Ref 111

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
IFA Specialist Wealth Manager – Business offered for sale due to the retirement of the Founding Director – £21M FUM – Manchester – Ref 112
July 27, 2015