Traditionally managed IFA seeking business sale in 2019 – £50m FUM – £273k Recurring Income – Bradford on Avon – Ref 194

Database, Portfolio & Key Staff – c£35m FUM – c£190k Recurring income – Ref 90
April 8, 2015
Financial Advisory Practice/Wealth Manager – £200m FUM – Central/South London – Retirement Sale – Ref 196
April 26, 2015