Chartered Wealth Management / IFA Business Offered for Acquisition. Subsidary of leading regional chartered accountancy practice. £60m FUM. Devon – Ref 104
July 10, 2017
HNW (High Net Worth) Client base of c£40m FUM available for acquisition – UK Wide – South West of England – Ref 102
July 5, 2017

Modestly scaled IFA client database & Investment Portfolio available for acquisition – Bristol – Ref 103

Background

 

Bristol based 2 Director IFA firm with c15m FUM achieving £85k recurring income through the service of 100 locally based clients in IFA client database.

Retirement planning leads to a natural crossroad with one Director seeking a buyer for his investment portfolio of c£7.5m FUM.

 

Requirement

 

The remaining Director seeks employment / an AR arrangement enabling continued client servicing for the next 5 years.

FCA compliant business. Computerised records. All client servicing in post RDR form.

 

Consideration

 

Modestly scaled business opportunity for immediate transaction & completion in Q2 2018.

Express Interest

Interested and would like to learn more?
Call us on 0333 555 6000 or contact us here.




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