Long Established Financial Planning, Advisory client portfolio available for acquisition – c£14m FUM – Loyal & Longstanding client portfolio – West Yorkshire – Ref 129
January 22, 2018
Financial Planner, Adviser and Employee Benefit Consultant available for acquisition as a going concern complete with advisory and support staff – FUM £82m recurring income of c£500k – West Sussex – Ref 127
January 22, 2018

Long Established Financial Planning / IFA Business Available for Acquisition – £60m FUM – Loyal & longstanding Client Portfolio – West Midlands – Ref 128

retiring ifa for sale in west midlands



With a long trading history servicing clients within the West Midlands this IFA / Advisory Firm has rightly gathered a strong reputation for excellence in client service providing Investment, Pension, Protection and Mortgage Advice.

The client base totals 100 cases and with c£60m recurring income of c£110k is achieved.

All records are maintained in a computerised form.




The vendor has many years commitment to the Financial Services sector and at 57 years of age now wishes to explore lifestyle and commercial interests outside of the advisory sector.

With an ambition to achieve a business sale during Q2 2018 interest is invited from acquirers with strong servicing capabilities within the West Midlands and surrounding areas.




The vendor expects to achieve a market rate consideration with value passing from the acquirer over an 18 month period ideally as a Share Sale so enabling ETR eligibility.

Express Interest

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