Sole Trader / IFA – £25m FUM & Recurring income of c£160k – “Sell & Stay” – Employed advisory role sought with buy-out terms for existing clients at market rate over deferred period – Peterborough & Surrounding areas – Ref 191
March 18, 2019
IFA firm available for acquisition enabling retirement for the founding Directors. Hampshire / Borders. £21m FUM – Ref 182
February 7, 2019

Retirement sale – long established sole trader IFA – £21m FUM – Recurring income £125k – Somerset & borders – Ref 188



Originally founded in 2000 this Directly Authorised sole trader IFA has serviced a client portfolio of 108 clients all located within the County of Somerset.

The business has been run efficiently and profitably with all client records maintained in computerised form.

Compliance oversight has been via Simply Biz with no complaints throughout he firm’s trading history.





With ill health compromising ongoing trade a decision has been made by the 62 year old adviser to seek a buyer for the firm’s client database and investment portfolio enabling a retirement ideally by 2020.





A market rate valuation of c£400-450k is sought via a share sale.



Express Interest

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