Long established sole trader IFA client database & investment portfolio offered for sale due to the death of the Principal – £12.5m FUM – Long standing and loyal client portfolio – Middlesex – Ref 106
July 20, 2017
Chartered Wealth Management / IFA Business Offered for Acquisition. Subsidary of leading regional chartered accountancy practice. £60m FUM. Devon – Ref 104
July 10, 2017

Long Established Sole Trader IFA – Client database & Investment portfolio offered as a retirement sale – £15m FUM – Ribble Valley, Lancashire – Ref 105



A Directly Authorised sole trader with approximately 30 years commitment to a client base of loyal individuals, families and corporates within the Preston and Manchester areas.

Modesly scaled with c£15m FUM the business achieves a recurring income of c£80k pa principally focussed on investment advice.

Fully FCA compliant the business operates in a traditional style with no history of client compliant or promotion of high risk products.





The Principal has reached retirement age and now wishes to secure a buyer for his client database and investment portfolio.

Imperative is the achievement of parallel cultural values ensuring the minimum of client disruption – many have become personal friends of the vendor.

It is hoped a business sale and client transfer will be achieved during 2018.





Market rate business purchase terms are expected using a norma 3-3.5 times multiple of recurring income with value passing from acquirer to vendor over an 18-24 month period, subject to DD and contract.

Express Interest

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