Long established IFA firm servicing a client portfolio in South Wales. c£65m FUM. Swansea. Ref 277

Long established & successful ‘One-man-band” Financial Advisory Firm. c£15.5m FUM – Loyal Client Portfolio available for acquisition enabling the founding Director a future retirement opportunity. Cornwall – Ref 271
August 17, 2022
IFA / Wealth Management firm – £20m FUM – West Sussex – REF 282
December 21, 2022