retiring ifa for sale in west midlands
HNW client portfolio – 150 active cases with an average £250k holding. Loyal, long-standing and of professional employment status – £35m FUM. Recurring income £142k – Birmingham & M4 corridor – Ref 215
October 11, 2019
retiring ifa for sale in south east
IFA Wealth Manager -30 Year trading history – North London / Hertfordshire – Retirement sale – Ref 209
July 4, 2019

Leading Independent Wealth Management / Financial Advisory Firm – c£250m FUM – Long standing reputation & loyal client portfolio – Scotland – Ref 214



With a trading history that spans over 30 years dedicated client service and a highly prominent position within the Scottish business community this is a leading light within the sector.

Highly professional and polished client facing proposition.

Contemporary style operating from prestigious and stylish offices.





The Directors are reaching retirement age and with a succession plan in place now is an appropriate time to consider available options.

An open mind whether the solution rests with a “sell & go” or a “sell & stay” route. Most important however is the future welfare and servicing experience of the firm’s loyal client base.





The business generates an annual income of £2.5m and from this achieves annual recurring income of £1.7m.

The expectation is for a market rate valuation with consideration passing from acquirer to vendor over a 24 month period as a share sale.


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