retiring ifa for sale in west midlands
Directly Authorised Chartered Financial Planner – c£60m FUM – £250k Recurring Income – Midlands.- Ref 119
November 23, 2017
Retirement sale – long established sole trader IFA – Somerset & Borders – £21m FUM – Recurring Income £125k – Ref 188
August 22, 2017

Financial Planning Firm – Directly Authorised – Self Employed Model – c£180m FUM – Highly Profitable – Offered for Sale as a going concern – Essex – Ref 117



Directly Authorised advisory firm servicing a portfolio of c1,200 clients within the Essex, Suffolk, London and surrounding areas.

Highly profitable with c£180m FUM generating recurring revenues of c£1.5m.

Contemporary business model.




The two equal Partners have reflected on personal lifestyle ambitions, the interests of their clients and the current / emerging regulatory landscape. Both recognise continued trade would be more effective as a part of a larger organisation with shared resources and common purpose.

Interest is invited from large Regional and National acquirer organistions with the resources and commitment toclient servicing in the South East of England.




A mechanism is sought that will enable the above whilst accommodating the existing team and provide the Partners a deferred buy-out mechanism at market rate.

Express Interest

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

I consent to Tomorrow IFA using the above details to contact me about IFA opportunities