retiring ifa for sale in west midlands
West Midlands IFA/Advisory Business available for acquisition – £50m FUM – Long established and award winning – Ref 161
September 5, 2018
retiring ifa for sale in south east
IFA Advisory / Wealth Management business – Essex – £58m FUM – C£230K Recurring income – Ref 159
August 23, 2018

IFA Specialist wealth management firm available for acquisition as a retirement sale – £22m FUM – Manchester – Ref 160



Sole trader firm with the founding Director reaching retirement age.

£22m FUM achieving c£150k recurring income from a portfolio of approximately 100 active clients, all with signed service arrangements and resident within a sensible servicing distance of Manchester.

All records maintain in computerised form.

No “high risk” sales and a clean compliance record with 3rd party oversight.





Market rate consideration of c£450-500k sought with deferred payments over 18-24 months subject to DD & contract.





Vendor available for ongoing employment if required.

Looking for completion by 2020.


Express Interest

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