Nationwide service for buyers & sellers
IFAs for Sale
IFA / Wealth Manager seeks a “Sell & Go” scenario – £50m FUM – £230k Recurring Income – Wiltshire – Ref 172
Date
November 7, 2018
An Independent Chartered Advisory firm established in 2010 – £70m FUM – 120 clients – Hereford/Gloucester borders – Ref 171
Date
November 5, 2018
A Chartered Wealth Management firm – Offices in Central and North London – Progressive and Contemporary trading style – £20m FUM segmented client database available for acquisition following strategic review – Ref 170
Date
November 5, 2018
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
HNW (High Net Worth) Client base of c£40m FUM available for acquisition – UK Wide – South West of England – Ref 168
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
A “husband & wife” Wealth Management Business. Both Principals with 20+ years advisory experience – £150m FUM – £600k Recurring Income – North & Central London – Ref 166
Date
November 2, 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
Sole trader / Ltd Company IFA seeks employed role within larger advisory firm – Client portfolio of c£19m FUM – Sheffield & Surrounding area – Ref 164
Date
October 1, 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 Advisory / Wealth Management business – Essex – £58m FUM – C£230K Recurring income – Ref 159
Date
August 23, 2018
Sole Trader / IFA Wealth Manager – Long established client database and investment portfolio offered for sale enabling the retirement of the founding Director – Modestly scaled with c£20m FUM – Hampshire / Surrey borders – Ref 156
Date
July 16, 2018
Financial Advisory Business available for acquisition as a going concern – £58m FUM – Devon/Somerset – Ref 153
Date
June 18, 2018
Chartered Financial Planning Firm – £132m FUM – Available for acquisition as a going concern – South Wales – Ref 152
Date
June 12, 2018
Traditional IFA servicing a long-standing and loyal client portfolio within South Wales and the Valleys. c£65m FUM – Ref 148
Date
May 11, 2018
Financial advisory firm – c£50m AUM – Client portfolio of loyal & longstanding high quality clients predominantly based in Hampshire & Dorset – Ref 145
Date
April 26, 2018
Wealth Manager / HNW Client Portfolio – Essex – c£230m AUM – Available for Acquisition – Ref 142
Date
April 26, 2018
Hertfordshire based Independent Advisory Business – £36m FUM & significant pipeline – Offered for sale as part of the principal’s retirement & ascendency planning strategy – Ref 143
Date
April 16, 2018
Modestly scaled IFA client database & Investment Portfolio available for acquisition – Bristol – Ref 139
Date
March 9, 2018
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 136
Date
February 20, 2018
Long Established Sole Trader IFA – Client database & Investment portfolio offered as a retirement sale – £15m FUM – Ribble Valley, Lancashire – Ref 133
Date
February 15, 2018
Long established sole trader IFA Business Available for Acquisition enabling the founder retirement during 2018 – £14m FUM – Lanarkshire – Ref 132
Date
January 30, 2018
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 131
Date
January 25, 2018
Family Owned & Managed IFA Business offered for acquisition enabling the founding Director an industry exit and retirement – £108M fum – Cheshire – Ref 130
Date
January 25, 2018
Long Established Financial Planning, Advisory client portfolio available for acquisition – c£14m FUM – Loyal & Longstanding client portfolio – West Yorkshire – Ref 129
Date
January 22, 2018
Long Established Financial Planning / IFA Business Available for Acquisition – £60m FUM – Loyal & longstanding Client Portfolio – West Midlands – Ref 128
Date
January 22, 2018
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 127
Date
January 22, 2018
Family Owned IFA Business Offered for Acquisition – £19m FUM – Cheshire – Ref 126
Date
January 22, 2018
Chartered Wealth Management / IFA Business Offered for Acquisition. Subsidary of leading regional chartered accountancy practice. £60m FUM. Devon – Ref 125
Date
January 10, 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
IFA Specialist Wealth Manager – Business offered for sale due to the retirement of the Founding Director – £21M FUM – Manchester – Ref 120
Date
November 27, 2017
Directly Authorised Chartered Financial Planner – c£60m FUM – £250k Recurring Income – Midlands.- Ref 119
Date
November 23, 2017
Financial Planning Firm – Directly Authorised – Self Employed Model – c£180m FUM – Highly Profitable – Offered for Sale as a going concern – Essex – Ref 117
Date
September 11, 2017
IFA Specialist Wealth Manager based in Hertfordshire. £17m FUM – Long standing client portfolio – Offered as a retirement sale – Ref 116
Date
August 22, 2017
IFA – Bristol – £10m FUM. Retirement Sale – Ref 113
Date
July 25, 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 110
Date
June 16, 2017
IFA / Wealth Manager – £100 FUM– South Wales – Business offered for sale as a result of retirement planning. – Ref 109
Date
May 16, 2017
Traditional IFA – c£40m FUM – Somerset – Business Offered For Sale Allowing Planned Retirement – Ref 105
Date
March 9, 2017
Modestly Scaled IFA – £8M FUM – Norfolk – Retirement Sale – Ref 104
Date
January 30, 2017
Impeccably Well Managed IFA / Wealth Manager- £40m FUM – Cumbria – Retirement Sale – Ref 103
Date
January 25, 2017
Long Established IFA – £18m FUM – Mid Devon Retirement Sale – Ref 102
Date
January 24, 2017
Long Established IFA – c£30m FUM – North Wales & Borders. Retirement Sale. – Ref 101
Date
January 17, 2017
Retirement sale – c£12m FUM – £100k Recurring income – Ref 100
Date
November 4, 2016
Retirement sale – c£20m FUM – c£100k Recurring income – Ref 99
Date
November 2, 2016
Long Established IFA – c£50m FUA – Midlands & South West. Retirement Sale – Ref 98
Date
September 13, 2016
Database, Portfolio & Key Staff – c£35m FUM – c£190k Recurring income – Ref 96
Date
April 8, 2016
Divestment of Database & Portfolio – c£70m FUM – £130k Recurring Income – Ref 91
Date
April 8, 2016
IFA database & portfolio – c£22m FUM – c£100k Recurring income – Ref 90
Date
April 8, 2016
Database and investment portfolio – £35m FUM – c£150k Recurring Income – Ref 89
Date
April 6, 2016
IFA Wealth Manager – £50m FUM – c£200k Trail – Ref 87
Date
April 6, 2016
Financial Planner – c£100m FUM – Annual Revenue £1.4m – Ref 85
Date
April 6, 2016