retiring ifa for sale in south west
HNW (High Net Worth) Client base of c£40m FUM available for acquisition – UK Wide – South West of England – Ref 168
November 5, 2018
IFA for sale in london
A “husband & wife” Wealth Management Business. Both Principals with 20+ years advisory experience – £150m FUM – £600k Recurring Income – North & Central London – Ref 166
November 2, 2018

Independent Financial Planning / Wealth Management Firm – c£145m FUM – Loyal client portfolio – Available for acquisition as a going concern – Dorset – Ref 167

retiring ifa for sale in south west



A Directly Authorised advisory firm with C£145m FUM. Profitable and operating in a contemporary style achieving the annually recurring income of c£550k.

With 4 CF30 advisers and operating from a High Street location, the firm has a strong market presence within the area serviced.




With ever-increasing levels of regulatory compliance taking away available client-facing time the founding Director feels the business and its clients would be better positioned within a larger entity.

Interest from acquirers of an appropriate business model with the infrastructure and resources to fully integrate the client portfolio is invited.




Market rate buy-out terms are expected to be achieved for this firm using a valuation metric of between 3-3.5 times recurring income with consideration passing over an 18-24 month term.

There is an opportunity to also retain the existing advisory and technical staff within the firm – subject to individual contract and terms.

Express Interest

Interested and would like to learn more?
Call us on 0333 555 6000 or contact us here.