A Chartered Financial Planning / Wealth Management / IFA Advisory business – Long established – Dominant position within market services – c£200m FUM – South East England – Ref 169
November 5, 2018
ifas for sale in north west
Sole trader / Ltd Company IFA seeks “sell & stay” scenario within a larger advisory firm enabling retirement in 2 years – £27m FUM – Recurring income of £120k – Cumbria – Ref 165
October 25, 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.

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