retiring ifa for sale in south west
IFA Wealth Manager with DFM permissions seeks business sale enabling a planned retirement – c£120M FUM – c£700k Recurring income – Devon – Ref 226
February 19, 2020
ifa for sale in east anglia
Long established advisory business – Norfolk & surrounding area – c£50m FUM – Retirement sale due to ill health – Ref 221
November 12, 2019

Long established and modestly scaled advisory business available for acquisition – £20m FUM & Recurring Income of c£100k – Buckinghamshire & Oxfordshire – Ref 224



For personal reasons after 30 years trade servicing clients with the Oxfordshire and Buckinghamshire area the Director of this Directly Authorised business seeks a sale.

With 80 active clients this is a FCA compliant business which has traded in a prudent manner throughout so avoiding the promotion of high risk product sales, specifically DB transfer work.

A “vanilla’ attitude to risk witnessed by local client retention, a 0.5% fee structure and no client complaints.

Impeccable computerised systems.





An acquirer with similar cultural values and business ethics capable of becoming the next custodian of a high quality client base.

The vendor is comfortable remaining in an advisory capacity within the acquirer firm for a few years leading to retirement or at the very least to act in an ambassadorial capacity ensuring an elegant and seamless client transition and integration.





Given the quality, location and business model this firm will merit an upper market rate valuation.

Interest is sought from acquirers valuing the business at c£350k as a share purchase with consideration passing to the vendor in 3 instalments (50:25;25) over an 18/24 month period, subject to DD and contract.

The vendor would like to achieve this business sale during 2020.


Express Interest

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