ifa for sale in midlands
IFA Business available for acquisition – £22m FUM – Home Counties – Ref 249
May 24, 2021
retiring ifa for sale in west midlands
Midlands based Wealth Management firm offered for sale enabling a group re-structure. £143m FUM – Ref 247
March 9, 2021

Chartered Wealth Planning firm offered as a “Sell & Stay” – £45m FUM – Kent – Ref 248



Established 20 years ago this modestly scaled one adviser / Director firm manages a portfolio of 110 active clients and c£45m of client monies.

Prudent and proportionate advice over the years has resulted in loyalty and pride developing close client’s wealth.

Most of the client portfolio is HNW / Upper mass affluent and resident in Kent and the surrounding counties.




With retirement now an increasing prospect the Chartered adviser is keen to secure a new custodian for his clients.

Within this he hopes to work within the acquirer firm for 2-3 years with tapering involvement to ensure an elegant and seamless transition.

Most likely the acquirer firm will have an existing presence, or aspirations for an office, in Kent




This is a wholly FCA compliant business with no client complaints. Well organised and efficient.

Quite reasonably the vendor seeks a premium valuation as a share sale. So, with recurring income streams of c£470k offers are invited in the region of £1.5m subject to DD and contract.

It is hoped deal terms can be achieved during 2021.

Express Interest

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