IFA Specialist Wealth Manager based in Hertfordshire. £17m FUM – Long standing client portfolio – Offered as a retirement sale – Ref 116
August 22, 2017
Good quality IFA – £40m FUM – Surrey & Greater London – available for acquisition enabling the Principal opportunity an exit mechanism with deferred consideration / ongoing employment in the medium term. – Ref 110
June 16, 2017
Show all

IFA – Bristol – £10m FUM. Retirement Sale – Ref 113



An independent advisory business providing holistic advice to individuals, families and corporate clients, a member of a leading UK network.


Modestly scaled and profitable with impeccable computerised systems and processes in place.


£10m FUM generating annual recurring income of c£50m.


Loyal client following of 53 active cases amassed from over 30 years commitment to the financial services sector.





With personal interests (commercial and vocational) outside of the financial services sector the Principal and sole adviser wishes for retirement and an industry exit prior to Xmas 2017.


Interest is sought from culturally compatible and financially secure acquirer organisations with a national reach and a proven commitment to the South West of England.




A valuation using normal industry valuation metrics at 3 – 3.5 times recurring income with payment passing over a 2 year earn-out period (50:25:25) is reasonably expected.

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