Modestly scaled IFA client database & Investment Portfolio available for acquisition – Bristol – Ref 139
March 9, 2018
Long Established Sole Trader IFA – Client database & Investment portfolio offered as a retirement sale – £15m FUM – Ribble Valley, Lancashire – Ref 133
February 15, 2018

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 136



With a log association to a portfolio of Middlesex based clients this modestly scaled IFA business traded profitably providing robust investment and pension advice.

With c£12.5m FUM and recurring income of £100k from 70 clients the records are maintained in traditional paper based form.




The family of the deceased have no interest or ability running a client facing advisory firm so wish to achieve a swift sale ensuring continued client servicing.




Market rate is expected but an imperative is any acquirer is able to transact swiftly.

Express Interest

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