retiring ifa for sale in wales
Wholly Independent Financial Advisory available for acquisition enabling the founding Director retirement – South West Wales – £25m FUM – Ref 163
September 28, 2018
IFA Specialist wealth management firm available for acquisition as a retirement sale – £22m FUM – Manchester – Ref 160
August 25, 2018

West Midlands IFA/Advisory Business available for acquisition – £50m FUM – Long established and award winning – Ref 161

retiring ifa for sale in west midlands



Established nearly 2 decades ago to provide a professional and comprehensive service to clients within the West Midlands area.

Well organised and highly profitable managing c250 cases and £50m FUM generating recurring income of c£500k pa.

A part of a leading UK network.





The founding Director is now considering retirement options and wishes to secure a buyer to service the firm’s accumulated clients. With an open mind about ongoing advisory work, the vendor may consider a role within the acquirer firm/consultancy subject to terms.





Market rate terms are expected for the business via a Share Sale.

Consideration in the range £1.5- £1.75m is expected paid over a 24 month period in deferred terms subject to DD and contract

Express Interest

Interested and would like to learn more?
Call us on 0333 555 6000 or contact us here.

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