IFA / Wealth Management firm servicing a nationwide client portfolio – £90m AUA. £900k RI. 215 active clients – Midlands – REF 300

Long established wealth management firm / IFA – c£375 AUA & £1.5m RI – Available for acquisition as a going concern complete with advisory, technical, and administrative staff – Surrey – Ref 299
August 23, 2024
Traditional IFA / Wealth management firm – long trading history – £120m AUA – Merseyside – Ref 301
August 23, 2024