Long established & successful financial advisory. £40m FUM – Loyal client portfolio – Available for acquisition enabling the founding Director a retirement opportunity – West Midlands – Ref 279

Long established IFA firm servicing a client portfolio in South Wales. c£65m FUM. Swansea. Ref 277
October 3, 2022
Privately Owned & Managed IFA / Wealth Management Firm. Northeast of England. £175m AUM & £1.15m RI – Available for acquisition as a going concern – REF 280
December 7, 2022