ifa for sale in east anglia
Long established advisory business – Norfolk & surrounding area – c£50m FUM – Retirement sale due to ill health – Ref 221
November 12, 2019
retiring ifa for sale in west midlands
HNW client portfolio – 150 active cases with an average £250k holding. Loyal, long-standing and of professional employment status – £35m FUM. Recurring income £142k – Birmingham & M4 corridor – Ref 215
October 11, 2019

Modestly scaled Sole Trader IFA seeking retirement – £31.5m FUM – Recurring income of £140k – South Wales – Ref 220

retiring ifa for sale in wales



A “vanilla” low risk modestly scaled sole trader advisory business.

Long established with a loyal client portfolio predominately along the M4 corridor between Newport and Swansea.

No “high-risk” sales and specifically no DB transfer work so the firm has an impeccable clean compliance and client complaints record.

Recurring income of £140k as the business follows a strategic ambition to achieve a 0.5% charging structure.




The Principal has reached an age where retirement and the opportunity to focus on lifestyle interests is more pressing than ongoing client servicing as an adviser.

Given this is a sole trader offered here is a business book / client database and portfolio so an asset sale.

The vendor would like to achieve an industry exit during Q1 2020.




The vendor has a market rate ambition of achieving a 3-3.5 times multiple of recurring income paid over an 18-24 month period in 3 instalments (50:25:25).

This provides a headline valuation of £420-£490k.


Express Interest

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