Sussex based modestly scaled Financial Advisory firm available for acquisition – £35m FUM & £350k recurring income – Ref 270
Kent based modestly scaled Chartered Financial Advisory firm available for acquisition – £40m FUM & £245k recurring income – Ref 269
Modestly scaled Chartered Financial Advisory firm available for acquisition – £30m FUM & £150k recurring income – Peterborough, Cambridgeshire – Ref 268
Independent Financial Planning / Wealth Management Firm – c£35m FUM & £170k Recurring Income – Available for acquisition for health reasons – Leicestershire – Ref 267
Independent Financial Planning / Wealth Management Firm – c£150m FUM & £800k Recurring Income Available for acquisition as a going concern – Hampshire – Ref 266
Long established & successful IFA firm – £40m – loyal and long-standing client portfolio available for acquisition enabling the Principal a retirement – Edinburgh & Lothians – Ref 265
Directly Authorised Wealth Management Firm – £110m FUM – Available for acquisition as a going concern – Cambridgeshire – Ref 263
Independent Award Winning Wealth Management Firm – £150m FUM – Yorkshire – Ref 262
Privately owned Financial Advisory / Wealth Management Business. Available for sale enabling the founding Directors a retirement opportunity – £67.4m FUM – Recurring Income £561k – High Wycombe, Buckinghamshire Ref 261
Chartered Financial Planning Firm – Offered for Acquisition – £300m FUM – Central London – Ref 260
£25m FUM Client database and investment portfolio for sale. London & East Sussex – Ref 256
Modestly scaled IFA with £30m FUM available for acquisition. South Wales – Ref: 254
Wealth Management Firm offered as a “Sell & Stay” opportunity. South Devon – Ref: 253
Northeast of England based IFA business offered for sale enabling the founding Director a retirement. £13m FUM – Ref 252
Chartered Wealth Planning firm offered as a “Sell & Stay” – £45m FUM – Kent – Ref 248
Midlands based Wealth Management firm offered for sale enabling a group re-structure. £143m FUM – Ref 247
Financial Advisory firm – retirement sale – Hertfordshire – £140m FUM – Ref 246
“One man band” advisory firm for sale as a “Sell & Stay” – £40m FUM – Cheshire – Ref 244
Chartered Planning / Wealth Management firm for acquisition as a going concern – South Wales – £140m FUM – Ref 243
Modestly scaled Directly Authorised advisory business available for sale enabling a retirement – Dorset £40m FUM – Ref 242
Established IFA for sale – “Sell & Go” – Buckinghamshire. £103m FUM – Ref 241
IFA / Wealth Management firm for sale – Leeds. £80m FUM & recurring income of £500k – Ref 238
Long established independent financial advisory business – North & North West of England – c£56m FUM – Ref 234
Leading Independent Wealth Management / Financial Advisory Firm – c£250m FUM – Long standing reputation & loyal client portfolio – Scotland – Ref 214
A well scaled, low-risk advisory business built on strong ethics and excellence in client service and focus – West Midlands – Ref 207
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
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
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
Retirement sale – long established sole trader IFA – £21m FUM – Recurring income £125k – Somerset & borders – Ref 188
IFA firm available for acquisition enabling retirement for the founding Directors. Hampshire / Borders. £21m FUM – Ref 182
IFA seeks a “Sell & Stay” opportunity – c£22m FUM – £187k recurring income – West Sussex – Ref 174
A Chartered Financial Planning / Wealth Management / IFA Advisory business – Long established – Dominant position within market services – c£200m FUM – South East England – Ref 169
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
IFA Specialist wealth management firm available for acquisition as a retirement sale – £22m FUM – Manchester – Ref 160
IFA Advisory / Wealth Management business – Essex – £58m FUM – C£230K Recurring income – Ref 159
Chartered Financial Planning Firm – £132m FUM – Available for acquisition as a going concern – South Wales – Ref 152
Wealth Manager / HNW Client Portfolio – Essex – c£230m AUM – Available for Acquisition – Ref 142
Family Owned IFA Business Offered for Acquisition – £19m FUM – Cheshire – Ref 126
Sole Trader Financial Adviser – £11m FUM – Recurring Income £75k – Retirement Sale – Oxford – Ref 190
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
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
Traditional IFA – c£40m FUM – Somerset – Business Offered For Sale Allowing Planned Retirement – Ref 99
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
Long Established IFA – c£30m FUM – North Wales & Borders. Retirement Sale. – Ref 95
An Independent Chartered Advisory firm established in 2010 – £70m FUM – 120 clients – Hereford/Gloucester borders – Ref 94
Retirement sale – c£12m FUM – £100k Recurring income – Ref 93
Retirement sale – c£20m FUM – c£100k Recurring income – Ref 92
Long Established IFA – c£50m FUA – Midlands & South West. Retirement Sale – Ref 91
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
