IFAs For Sale Nationwide & London
IFA & Wealth Management Firms
Tomorrow is a sector-leading advisory firm and brokerage providing a nationwide marketplace for buyers and sellers of IFA and Wealth Management firms. During the last decade we have transacted over 300 deals, all at market rate, all since fully paid out. All positive outcomes for buyer, seller, and the firm's clients. Success has been built on knowledge, intuitive commercial instinct, empathy, integrity, and professionalism. Values we offer you now. IFA and Wealth Management firms available for acquisition below.
IFA for sale – retirement due to ill health – £120m AUA – £650k RI – South Wales – REF 318
Long Established IFA available for acquisition enabling retirement -Dedicated provider of unbiased financial and mortgage advice to clients throughout South Wales – £60m AUA – RI c£200k – Nr Cardiff – REF 317
Long established IFA / Wealth Management Firm – £125m AUA – Cheshire – REF 316
Sole trader IFA – £15m AUA – £100k RI – Retirement sale – West Midlands – REF 315
Sole trader IFA available for acquisition due to health issues – £40m AUA – £400k RI – Hertfordshire – REF 314
Long established family managed IFA / Wealth Management firm – £100m AUA – £800k RI – Yorkshire – REF 313
One Man Band IFA – available for acquisition enabling the Principal a retirement opportunity – £40m AUA – £300k RI – Leicestershire – REF 312
Wealth Management / IFA / Financial Services Firm – Available for acquisition – South West of England – REF 311
Long standing IFA / Wealth Management Firm – £40m AUA – Available for acquisition for health reasons – Hertfordshire – REF 310
Modestly scaled IFA firm available for sale enabling a retirement – c£15m AUA – Staffordshire – REF 309
A retirement sale – long standing IFA / Wealth Management Firm – c£47m AUA. RI £240k – West Midlands – Ref 308
Long established and successful one man band IFA – c£20m AUA & c£125k RI – Available for acquisition enabling the founding Director a future retirement opportunity – High Wycombe, Buckinghamshire – REF 307
Modestly scaled Wealth Management business available for acquisition, enabling the controlling Director an opportunity to join the acquiring firm – Currently holding c£18m FUM and generating c£150k of recurring revenue – Bristol – Ref 306
Long established & successful Financial Advisory firm – C£65m FUM – loyal client portfolio – Available for acquisition enabling the Managing Director continuing involvement – South coast – Ref 305
Long established and successful one man band IFA – £24.5m High Net Worth Client Portfolio – Available for acquisition enabling the founding Director a future retirement opportunity – Bristol – Ref 304
Traditional IFA firm now available for acquisition – c£20m AUA. RI £170k – North East England – Ref 303
Established firm of financial planners – 50 year trading history – Sectors serviced include Financial Services, Healthcare, Employee Benefits & Mortgage Advice – c£200m AUA – Wiltshire – Ref 302
Traditional IFA / Wealth management firm – long trading history – £120m AUA – Merseyside – Ref 301
IFA / Wealth Management firm servicing a nationwide client portfolio – £90m AUA. £900k RI. 215 active clients – Midlands – REF 300
Long established wealth management firm / IFA – c£375 AUA & £1.5m RI – Available for acquisition as a going concern complete with advisory, technical, and administrative staff – Surrey – Ref 299
IFA / Wealth Management Firm for Sale – £34m AUA & £170k RI – Derbyshire, Northamptonshire, & Buckinghamshire – Ref 199
Client database & Investment portfolio available for acquisition – c£45m AUA. RI c£200k – Available enabling a planned retirement – Clients located in Gloucestershire, North Oxfordshire, Worcestershire, South Northants areas – Ref 198
Privately owned “traditional” style IFA firm for sale – £30m AUA & £74k RI – West Midlands – REF 195
Well established Wealth Management Business available for acquisition – Leeds – c£25m FUM with £110k RI – REF 194
Modestly scaled wealth management business available for acquisition – Derbyshire – c£15m FUM – £120k RI – REF 193
IFA / Wealth Management firm – £20m FUM – West Sussex – REF 282
Long established IFA firm servicing a client portfolio in South Wales. c£65m FUM. Swansea. Ref 277
Long established & successful ‘One-man-band” Financial Advisory Firm. c£15.5m FUM – Loyal Client Portfolio available for acquisition enabling the founding Director a future retirement opportunity. Cornwall – Ref 271
Chartered Planning / Wealth Management firm for acquisition as a going concern – South Wales – £140m FUM – Ref 243
Chartered Financial Planning Firm – £132m FUM – Available for acquisition as a going concern – South Wales – Ref 152
Modestly scaled Directly Authorised advisory business available for sale enabling a retirement – Dorset £40m FUM – Ref 242
IFA Advisory / Wealth Management business – Essex – £58m FUM – C£230K Recurring income – Ref 159
An Independent Chartered Advisory firm established in 2010 – £70m FUM – 120 clients – Hereford/Gloucester borders – Ref 94
A Chartered Financial Planning / Wealth Management / IFA Advisory business – Long established – Dominant position within market services – c£200m FUM – South East England – Ref 169
Retirement sale – c£12m FUM – £100k Recurring income – Ref 93
Retirement sale – c£20m FUM – c£100k Recurring income – Ref 92
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
Leading Independent Wealth Management / Financial Advisory Firm – c£250m FUM – Long standing reputation & loyal client portfolio – Scotland – Ref 214
Long Established IFA – c£50m FUA – Midlands & South West. Retirement Sale – Ref 91
IFA / Wealth Management firm for sale – Leeds. £80m FUM & recurring income of £500k – Ref 238
IFA Specialist wealth management firm available for acquisition as a retirement sale – £22m FUM – Manchester – Ref 160
Retirement sale – long established sole trader IFA – Somerset & Borders – £21m FUM – Recurring Income £125k – Ref 188
Sole trader / Ltd Company IFA seeks employed role within larger advisory firm – Client portfolio of c£19m FUM – Sheffield & Surrounding area – Ref 164
IFA Specialist Wealth Manager based in Hertfordshire. £17m FUM – Long standing client portfolio – Offered as a retirement sale – Ref 113
Wealth Management & Employee Benefits Consultancy – £53m FUM – Available for acquisition including advisory & technical staff – Hampshire – Ref 192
Financial Advisory Business available for acquisition as a going concern – £58m FUM – Devon/Somerset – Ref 153
IFA Specialist Wealth Manager – Business offered for sale due to the retirement of the Founding Director – £21M FUM – Manchester – Ref 112
Financial advisory firm – c£50m AUM – Client portfolio of loyal & longstanding high quality clients predominantly based in Hampshire & Dorset – Ref 111
Modestly Scaled Sole Trader IFA available for acquisition due to ill health and retirement of the Founding Director – c£10m FUM – Gloucester / Bristol area – Ref 110
Family Owned & Managed IFA Business offered for acquisition enabling the founding Director an industry exit and retirement – £108M fum – Cheshire – Ref 109
Long Established Financial Planning, Advisory client portfolio available for acquisition – c£14m FUM – Loyal & Longstanding client portfolio – West Yorkshire – Ref 108
Financial Planner, Adviser and Employee Benefit Consultant available for acquisition as a going concern complete with advisory and support staff – FUM £82m recurring income of c£500k – West Sussex – Ref 107
Long established sole trader IFA client database & investment portfolio offered for sale due to the death of the Principal – £12.5m FUM – Long standing and loyal client portfolio – Middlesex – Ref 106
Long Established Sole Trader IFA – Client database & Investment portfolio offered as a retirement sale – £15m FUM – Ribble Valley, Lancashire – Ref 105
Chartered Wealth Management / IFA Business Offered for Acquisition. Subsidary of leading regional chartered accountancy practice. £60m FUM. Devon – Ref 104
Modestly scaled IFA client database & Investment Portfolio available for acquisition – Bristol – Ref 103
HNW (High Net Worth) Client base of c£40m FUM available for acquisition – UK Wide – South West of England – Ref 102
Long established independent financial advisory business – North & North West of England – c£56m FUM – Ref 234
A modestly scaled, low-risk advisory business built on strong ethics and excellence in client service and focus – Cheshire – Ref 205
Independent Financial Planning Firm / Wealth Manager – £20m FUM – Loyal Client Portfolio – Available for acquisition – A retirement sale due to ill health – Shropshire – Ref 203
Good quality IFA – £40m FUM – Surrey & Greater London – available for acquisition enabling the Principal opportunity an exit mechanism with deferred consideration / ongoing employment in the medium term. – Ref 101
IFA / Wealth Manager – £100 FUM– South Wales – Business offered for sale as a result of retirement planning. – Ref 100
Wealth Manager / HNW Client Portfolio – Essex – c£230m AUM – Available for Acquisition – Ref 142
Financial Advisory Practice/Wealth Manager – £200m FUM – Central/South London – Retirement Sale – Ref 196
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
Divestment of Database & Portfolio – c£70m FUM – £130k Recurring Income – Ref 89
IFA database & portfolio – c£22m FUM – c£100k Recurring income – Ref 88
Database and investment portfolio – £35m FUM – c£150k Recurring Income – Ref 87
IFA Wealth Manager – £50m FUM – c£200k Trail – Ref 86
Financial Planner – c£100m FUM – Annual Revenue £1.4m – Ref 85
Chartered Wealth Planning firm offered as a “Sell & Stay” – £45m FUM – Kent – Ref 248
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
Financial Advisory firm – retirement sale – Hertfordshire – £140m FUM – Ref 246
Traditional IFA – c£40m FUM – Somerset – Business Offered For Sale Allowing Planned Retirement – Ref 99
Retirement sale – long established sole trader IFA – £21m FUM – Recurring income £125k – Somerset & borders – Ref 188
“One man band” advisory firm for sale as a “Sell & Stay” – £40m FUM – Cheshire – Ref 244
IFA firm available for acquisition enabling retirement for the founding Directors. Hampshire / Borders. £21m FUM – Ref 182
Modestly Scaled IFA – £8M FUM – Norfolk – Retirement Sale – Ref 98
Impeccably Well Managed IFA / Wealth Manager- £40m FUM – Cumbria – Retirement Sale – Ref 97
Long Established IFA – £18m FUM – Mid Devon Retirement Sale – Ref 96
Family Owned IFA Business Offered for Acquisition – £19m FUM – Cheshire – Ref 126
Long Established IFA – c£30m FUM – North Wales & Borders. Retirement Sale. – Ref 95
Sole Trader Financial Adviser – £11m FUM – Recurring Income £75k – Retirement Sale – Oxford – Ref 190
