A Chartered Financial Planning / Wealth Management / IFA Advisory business – Long established – Dominant position within market services – c£200m FUM – South East England – Ref 169
November 5, 2018
IFA Specialist wealth management firm available for acquisition as a retirement sale – £22m FUM – Manchester – Ref 160
August 25, 2018

Sole trader / Ltd Company IFA seeks “sell & stay” scenario within a larger advisory firm enabling retirement in 2 years – £27m FUM – Recurring income of £120k – Cumbria – Ref 165

ifas for sale in north west



A 60 year old CF30 adviser servicing a portfolio of clients that have been under his control for over 25 years in the Cumbria area.

Financially robust business model with strong cash reserves.

Now considering retirement options.





Ideally a retirement by 2022. In the meantime ongoing employment within an advisory firm offering buy-out terms at market rate, top quality client servicing proposition and a commitment to the North West of England.





Market rate buy-out terms structured over 24 months during which time the vendor will provide advisory services and participate in the integration process ensuring an elegant and seamless client hand-over.

Express Interest

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

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