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IFA Businesses for Sale
LONG ESTABLISHED ADVISORY AND EMPLOYEE BENEFITS BUSINESS – HAMPSHIRE – C£130m FUM – Ref 233
Date
May 28, 2020
MODESTLY SCALED ADVISORY BUSINESS AVAILABLE FOR ACQUISITION – SOMERSET – £16m FUM – Ref 232
Date
May 28, 2020
Multi Award Winning Chartered Financial Planner / Discretionary Portfolio Manager – available for acquisition Q3 2020 – South East of England – Ref 231
Date
May 28, 2020
Modestly scaled sole trader advisory business – Directly Authorised – c£18m FUM – Wolverhampton – Ref 230
Date
May 22, 2020
CHARTERED FINANCIAL PLANNING FIRM – c£130m FUM – WELL FOUNDED WITH HIGH QUALITY STANDARDS THROUGHOUT – SCOTLAND – Ref 229
Date
May 18, 2020
Long established LLP advisory business with c£37m FUM seeks a buyer enabling the retirement of the founding Partner. Liverpool & surrounding area – Ref 228
Date
April 6, 2020
Sole trader financial advisory firm – £22m FUM – Loyal Client Portfolio – Available for acquisition enabling the Chartered adviser a capital event and ongoing employment / an AR Arrangement – Bristol – Ref 227
Date
March 10, 2020
IFA Wealth Manager with DFM permissions seeks business sale enabling a planned retirement – c£120M FUM – c£700k Recurring income – Devon – Ref 226
Date
February 19, 2020
Long established and modestly scaled advisory business available for acquisition – £20m FUM & Recurring Income of c£100k – Buckinghamshire & Oxfordshire – Ref 224
Date
January 26, 2020
Long established advisory business – Norfolk & surrounding area – c£50m FUM – Retirement sale due to ill health – Ref 221
Date
November 12, 2019
Modestly scaled Sole Trader IFA seeking retirement – £31.5m FUM – Recurring income of £140k – South Wales – Ref 220
Date
November 5, 2019
Chartered Financial Planner – ‘One man band’ / Ltd Company – Modestly scaled client portfolio within Hertfordshire – c£12m FUM – Available for acquisition and retention of 39 year old adviser in an employed or self-employed capacity – Ref 216
Date
October 23, 2019
HNW client portfolio – 150 active cases with an average £250k holding. Loyal, long-standing and of professional employment status – £35m FUM. Recurring income £142k – Birmingham & M4 corridor – Ref 215
Date
October 11, 2019
Leading Independent Wealth Management / Financial Advisory Firm – c£250m FUM – Long standing reputation & loyal client portfolio – Scotland – Ref 214
Date
September 25, 2019
Significant scaled mortgage and advisory business available for acquisition enabling the founding Directors a retirement opportunity – North West of England – Ref 213
Date
September 18, 2019
Directly authorised IFA seeking a retirement & business sale – Long established. Loyal client portfolio – c£40m FUM – Shropshire – Ref 212
Date
September 12, 2019
Modestly scaled, low risk advisory business built on strong ethics and excellence in client service – c£32m FUM – c£160k recurring income – Leicestershire – Ref 211
Date
September 12, 2019
Sole Trader IFA – £52m FUM – 200 clients – South West Wales – Retirement Sale – Ref 210
Date
August 9, 2019
IFA Wealth Manager -30 Year trading history – North London / Hertfordshire – Retirement sale – Ref 209
Date
July 4, 2019
A high net worth, low-risk advisory business built on strong ethics and excellence in client service and focus – London – Ref 208
Date
July 1, 2019
A well scaled, low-risk advisory business built on strong ethics and excellence in client service and focus – West Midlands – Ref 207
Date
July 1, 2019
Modestly scaled advisory business, an AR of a leading firm of Chartered Financial Planners, available for acquisition enabling the founding Director a retirement – £15m FUM, recurring income c£115k – Lancashire – Ref 206
Date
June 20, 2019
A modestly scaled, low-risk advisory business built on strong ethics and excellence in client service and focus – Cheshire – Ref 205
Date
June 20, 2019
A modestly scaled, low-risk advisory business built on strong ethics and excellence in client service and focus – Northamptonshire – Ref 204
Date
June 20, 2019
Independent Financial Planning Firm / Wealth Manager – £20m FUM – Loyal Client Portfolio – Available for acquisition – A retirement sale due to ill health – Shropshire – Ref 203
Date
June 20, 2019
Financial Advisory Practice/Wealth Manager – £200m FUM – Central/South London – Retirement Sale – Ref 196
Date
April 26, 2019
Wealth Manager – London – High quality advisory business available for acquisition – £100m FUM – Ref 195
Date
April 12, 2019
Traditionally managed IFA seeking business sale in 2019 – £50m FUM – £273k Recurring Income – Bradford on Avon – Ref 194
Date
April 10, 2019
Directly Authorised IFA – Long Established – Available for acquisition during 2019 – £50m FUM – Essex – Ref 193
Date
March 29, 2019
Retirement sale – long established sole trader IFA – £21m FUM – Recurring income £125k – Somerset & borders – Ref 188
Date
February 28, 2019
IFA firm available for acquisition enabling retirement for the founding Director – Aberdeenshire – £32m FUM – Ref 187
Date
February 21, 2019
IFA firm available for acquisition enabling retirement for the founding Directors. Hampshire / Borders. £21m FUM – Ref 182
Date
February 7, 2019
Chartered Advisory Firm – Bristol – £80m FUM – Available for acquisition as a going concern – Ref 181
Date
February 4, 2019
Long established North London based Financial Advisory business. £150m FUM. £1.4m recurring revenues. Strong EBITDA – Ref 176
Date
January 21, 2019
IFA seeks a “Sell & Stay” opportunity – c£22m FUM – £187k recurring income – West Sussex – Ref 174
Date
January 11, 2019
A Chartered Financial Planning / Wealth Management / IFA Advisory business – Long established – Dominant position within market services – c£200m FUM – South East England – Ref 169
Date
November 5, 2018
Independent Financial Planning / Wealth Management Firm – c£145m FUM – Loyal client portfolio – Available for acquisition as a going concern – Dorset – Ref 167
Date
November 5, 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
Date
October 25, 2018
Wholly Independent Financial Advisory available for acquisition enabling the founding Director retirement – South West Wales – £25m FUM – Ref 163
Date
September 28, 2018
West Midlands IFA/Advisory Business available for acquisition – £50m FUM – Long established and award winning – Ref 161
Date
September 5, 2018
IFA Specialist wealth management firm available for acquisition as a retirement sale – £22m FUM – Manchester – Ref 160
Date
August 25, 2018
IFA Advisory / Wealth Management business – Essex – £58m FUM – C£230K Recurring income – Ref 159
Date
August 23, 2018
Chartered Financial Planning Firm – £132m FUM – Available for acquisition as a going concern – South Wales – Ref 152
Date
June 12, 2018
Wealth Manager / HNW Client Portfolio – Essex – c£230m AUM – Available for Acquisition – Ref 142
Date
April 26, 2018
Family Owned IFA Business Offered for Acquisition – £19m FUM – Cheshire – Ref 126
Date
January 22, 2018
Sole Trader Financial Adviser – £11m FUM – Recurring Income £75k – Retirement Sale – Oxford – Ref 190
Date
January 5, 2018
Chartered Financial Planning Firm – Offered for Acquisition – £300m FUM – Central London – Ref 124
Date
December 21, 2017
Chartered & Certified Financial Planner – £10.4m FUM – The North of England – Ref 123
Date
November 29, 2017
Directly Authorised Chartered Financial Planner – c£60m FUM – £250k Recurring Income – Midlands.- Ref 119
Date
November 23, 2017
Retirement sale – long established sole trader IFA – Somerset & Borders – £21m FUM – Recurring Income £125k – Ref 188
Date
August 22, 2017
Sole trader / Ltd Company IFA seeks employed role within larger advisory firm – Client portfolio of c£19m FUM – Sheffield & Surrounding area – Ref 164
Date
August 22, 2017
IFA Specialist Wealth Manager based in Hertfordshire. £17m FUM – Long standing client portfolio – Offered as a retirement sale – Ref 113
Date
August 22, 2017
Wealth Management & Employee Benefits Consultancy – £53m FUM – Available for acquisition including advisory & technical staff – Hampshire – Ref 192
Date
August 22, 2017
Financial Advisory Business available for acquisition as a going concern – £58m FUM – Devon/Somerset – Ref 153
Date
August 22, 2017
IFA Specialist Wealth Manager – Business offered for sale due to the retirement of the Founding Director – £21M FUM – Manchester – Ref 112
Date
July 27, 2017
Financial advisory firm – c£50m AUM – Client portfolio of loyal & longstanding high quality clients predominantly based in Hampshire & Dorset – Ref 111
Date
July 26, 2017
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
Date
July 25, 2017
Family Owned & Managed IFA Business offered for acquisition enabling the founding Director an industry exit and retirement – £108M fum – Cheshire – Ref 109
Date
July 25, 2017
Long Established Financial Planning, Advisory client portfolio available for acquisition – c£14m FUM – Loyal & Longstanding client portfolio – West Yorkshire – Ref 108
Date
July 22, 2017
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
Date
July 22, 2017
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
Date
July 20, 2017
Long Established Sole Trader IFA – Client database & Investment portfolio offered as a retirement sale – £15m FUM – Ribble Valley, Lancashire – Ref 105
Date
July 15, 2017
Chartered Wealth Management / IFA Business Offered for Acquisition. Subsidary of leading regional chartered accountancy practice. £60m FUM. Devon – Ref 104
Date
July 10, 2017
Modestly scaled IFA client database & Investment Portfolio available for acquisition – Bristol – Ref 103
Date
July 9, 2017
HNW (High Net Worth) Client base of c£40m FUM available for acquisition – UK Wide – South West of England – Ref 102
Date
July 5, 2017
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
Date
June 16, 2017
IFA / Wealth Manager – £100 FUM– South Wales – Business offered for sale as a result of retirement planning. – Ref 100
Date
May 16, 2017
Traditional IFA – c£40m FUM – Somerset – Business Offered For Sale Allowing Planned Retirement – Ref 99
Date
March 9, 2017
Modestly Scaled IFA – £8M FUM – Norfolk – Retirement Sale – Ref 98
Date
January 30, 2017
Impeccably Well Managed IFA / Wealth Manager- £40m FUM – Cumbria – Retirement Sale – Ref 97
Date
January 25, 2017
Long Established IFA – £18m FUM – Mid Devon Retirement Sale – Ref 96
Date
January 24, 2017
Long Established IFA – c£30m FUM – North Wales & Borders. Retirement Sale. – Ref 95
Date
January 17, 2017
An Independent Chartered Advisory firm established in 2010 – £70m FUM – 120 clients – Hereford/Gloucester borders – Ref 94
Date
November 5, 2016
Retirement sale – c£12m FUM – £100k Recurring income – Ref 93
Date
November 4, 2016
Retirement sale – c£20m FUM – c£100k Recurring income – Ref 92
Date
November 2, 2016
Long Established IFA – c£50m FUA – Midlands & South West. Retirement Sale – Ref 91
Date
September 13, 2016
Database, Portfolio & Key Staff – c£35m FUM – c£190k Recurring income – Ref 90
Date
April 8, 2016
Divestment of Database & Portfolio – c£70m FUM – £130k Recurring Income – Ref 89
Date
April 8, 2016
IFA database & portfolio – c£22m FUM – c£100k Recurring income – Ref 88
Date
April 8, 2016
Database and investment portfolio – £35m FUM – c£150k Recurring Income – Ref 87
Date
April 6, 2016
IFA Wealth Manager – £50m FUM – c£200k Trail – Ref 86
Date
April 6, 2016
Financial Planner – c£100m FUM – Annual Revenue £1.4m – Ref 85
Date
April 6, 2016