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

Chartered Wealth Management / IFA Business Offered for Acquisition. Subsidary of leading regional chartered accountancy practice. £60m FUM. Devon – Ref 104
July 10, 2015
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, 2015