Wealth Manager / HNW Client Portfolio – Essex – c£230m AUM – Available for Acquisition – Ref 142
April 26, 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
February 20, 2018

Modestly scaled IFA client database & Investment Portfolio available for acquisition – Bristol – Ref 139



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.




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.




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

Express Interest

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