IFA Specialist wealth management firm available for acquisition as a retirement sale – £22m FUM – Manchester – Ref 160
August 25, 2018
retiring ifa for sale in wales
Chartered Financial Planning Firm – £132m FUM – Available for acquisition as a going concern – South Wales – Ref 152
June 12, 2018

IFA Advisory / Wealth Management business – Essex – £58m FUM – C£230K Recurring income – Ref 159

ifa for sale in east anglia



A wholly owned subsidiary of a leading regional firm of Chartered Accountants providing advisory services to clients throughout Essex and adjoining counties.

Consistently profitable. Impeccable systems, records and trading practices.

Strong advisory team with long standing client relationships




Following a strategic review the Accountancy Partners wish to concentrate on core trading activities so divest the Wealth Management division.

Interest is sought from locally based advisory firms wishing for growth through acquisition. All involved parties wish the acquirer and vendor can forge ongoing trading relationships with common purpose, shared cultural values and client recommendations / referrals.

The advisory team seek continued employment within the acquirer firm ensuring effective client integration, retention and future servicing.




Market rate valuation of c£700-800k is reasonably expected with consideration passing from acquirer to vendor in deferred terms over the 18-24 month buy-out, subject to DD and contract.

The remaining advisers will consider rolling forward their equity enabling personal capital events in the medium term.

Express Interest

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

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