Financial Planning Firm – Directly Authorised – Self Employed Model – c£180m FUM – Highly Profitable – Offered for Sale as a going concern – Essex – Ref 117
September 11, 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

IFA Specialist Wealth Manager based in Hertfordshire. £17m FUM – Long standing client portfolio – Offered as a retirement sale – Ref 116



A long established Directly Authorised firm operating profitably servicing a portfolio of approximately 60 long-standing and loyal clients principally within the Hertfordshire and North London areas.


Modestly scaled with c£17m FUM generating recurring income of c£70k and a further “old style” legacy commissions providing c£20k pa.


Traditional style sole trader working from a home office with all records maintained in computerised form.





At 69 Years of age the Principal has decided to retire from the industry and pursue other lifestyle interests.


Interest is sought from well-founded advisory firms operating within the same geographical area.





Offers are invited for the business at market rate ideally achieving a completion during the Autumn / Winter of 2017.



Express Interest

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