Good quality IFA – £40m FUM – Surrey & Greater London – available for acquisition enabling the Principal opportunity an exit mechanism with deferred consideration / ongoing employment in the medium term. – Ref 101
June 16, 2017
Traditional IFA – c£40m FUM – Somerset – Business Offered For Sale Allowing Planned Retirement – Ref 99
March 9, 2017

IFA / Wealth Manager – £100 FUM– South Wales – Business offered for sale as a result of retirement planning. – Ref 100



A well established and highly regarded IFA / firm of Wealth Planners with an enviable presence in the South Wales market gained over many years providing sterling service to clients.


Profitable with a strong balance sheet and healthy cash reserves the firm has a prudent and unadventurous attitude to risk which has paid dividend in client loyalty. Records are maintained in computerised form using industry leading software.


Fully FCA compliant with a traditional business advisory style. All clients are migrated to fee charging arrangements and a 0.5% model.




Interest from acquirers with appropriate business model, cultural values and resources is invited. Whilst the client database is primarily in Wales all business contact is conducted in English.


With ambitions to achieve ETR (Entrepreneurial Tax Relief) the vendor wishes for a Share Sale with a completion during Q3 /Q4 2017 enabling retirement and lifestyle aspirations outside of the Financial Services Sector.




Fair consideration is expected at market rate in deferred terms paid over an 18-24 month period.

Express Interest

Interested and would like to learn more?
Call us on 020 4540 0457 or contact us here.

    I consent to Tomorrow IFA using the above details to contact me about IFA opportunities