retiring ifa for sale in south west
Wealth Management Firm offered as a “Sell & Stay” opportunity. South Devon – Ref: 253
September 14, 2021

Modestly scaled IFA with £30m FUM available for acquisition. South Wales – Ref: 254

retiring ifa for sale in wales



Servicing 120 active clients and £30m FUM this network member firm has consistently delivered healthy profits for its owner, now seeking a retirement opportunity.

With an exemplary track record and avoiding all forms of “high risk” product promotion / sales the firm is free of legacy issues.

All clients are maintained using industry leading software.




The Principal wishes for a retirement during Q1 2022.

Interest is invited from acquirer firms with local presence and a commitment to South Wales.




Market rate valuation metrics given a recurring income of £200k values this business in the range £600-750k, subject to DD and contract.

The existing advisory and support staff are available for ongoing employment, subject to terms.

The office premises are available for sub-let.

Express Interest

Interested and would like to learn more?
Call us on 020 4540 0457 or contact us here.

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