IFA / Wealth Management Firm for Sale – £34m AUA & £170k RI – Derbyshire, Northamptonshire, & Buckinghamshire – Ref 199

Client database & Investment portfolio available for acquisition – c£45m AUA. RI c£200k – Available enabling a planned retirement – Clients located in Gloucestershire, North Oxfordshire, Worcestershire, South Northants areas – Ref 198
November 10, 2023
Modestly scaled Directly Authorised IFA firm available for acquisition – Retirement Sale – £15m AUA – £70k RI – North Humberside – Ref 298
February 6, 2024