IFA / Wealth Management firm – £20m FUM – West Sussex – REF 282

Long established IFA firm servicing a client portfolio in South Wales. c£65m FUM. Swansea. Ref 277
October 3, 2022
Modestly scaled wealth management business available for acquisition – Derbyshire – c£15m FUM – £120k RI – REF 193
May 30, 2023