Modestly scaled Wealth Management business available for acquisition, enabling the controlling Director an opportunity to join the acquiring firm – Currently holding c£18m FUM and generating c£150k of recurring revenue – Bristol – Ref 306

Long established & successful Financial Advisory firm – C£65m FUM – loyal client portfolio – Available for acquisition enabling the Managing Director continuing involvement – South coast – Ref 305
August 23, 2024
Long established and successful one man band IFA – c£20m AUA & c£125k RI – Available for acquisition enabling the founding Director a future retirement opportunity – High Wycombe, Buckinghamshire – REF 307
September 30, 2024