Privately Owned & Managed IFA / Wealth Management Firm. Northeast of England. £175m AUM & £1.15m RI – Available for acquisition as a going concern – REF 280

Long established & successful financial advisory. £40m FUM – Loyal client portfolio – Available for acquisition enabling the founding Director a retirement opportunity – West Midlands – Ref 279
October 7, 2022
IFA / Wealth Management firm – £20m FUM – West Sussex – REF 282
December 21, 2022