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.
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
Established and successful Financial Advisory firm – £36m FUM – Loyal client portfolio – Available for acquisition enabling the founding Director a “sell & stay” opportunity within a larger IFA/Wealth Management firm – East Sussex – Ref 197
Well established Wealth Management Business available for acquisition – £25m AUM with £110k RI – Yorkshire – REF 196
Privately owned “traditional2 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
Long established & successful IFA / Financial Advisory firm. £62m AUA & c£310k RI. Available for acquisition enabling the founding Director a retirement opportunity – Middlesex – Ref 192
IFA Wealth Management firm available for acquisition enabling the founding Director a retirement opportunity – £90.5m AUA & £614k RI – Norfolk & Suffolk – Ref 191
IFA – Retirement Sale – Modestly scaled client database and investment portfolio available for acquisition – Clients located in Oxford & Gloucester areas -£25m AUA – c£100k RI – REF 290
IFA Client Database & Investment Portfolio available for acquisition – South Wales – £20m AUA – £95k RI – REF 289
Well established Wealth Management Business available for acquisition – South West England – REF 287
An Edinburgh based IFA / Wealth Management firm – £120m FUM & £630k RI – Now available for acquisition enabling the founding Director a retirement opportunity – Ref 286
Retirement sale – traditional IFA – £50m FUM. £240k RI – Selkirkshire – Ref 285
Well Founded & Managed IFA / Wealth Management Firm – £150m AUA & £900k RI – West Midlands – Ref 283
IFA / Wealth Management firm – £20m FUM – West Sussex – REF 282
Privately Owned & Managed IFA / Wealth Management Firm. Northeast of England. £175m AUM & £1.15m RI – Available for acquisition as a going concern – REF 280
Long established & successful financial advisory. £40m FUM – Loyal client portfolio – Available for acquisition enabling the founding Director a retirement opportunity – West Midlands – Ref 279
Long established IFA firm servicing a client portfolio in South Wales. c£65m FUM. Swansea. Ref 277
Long Established Chartered Financial Planning / Wealth Management Firm. c£200m FUM. Available for acquisition as a going concern. Cambridgeshire. Ref 276
Successful IFA servicing a local community. £50m FUM. Available for acquisition enabling the founder a capital event and ongoing employment opportunity. Cumbria. Ref 275
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
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
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
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
Midlands based Wealth Management firm offered for sale enabling a group re-structure. £143m FUM – Ref 247
Chartered Planning / Wealth Management firm for acquisition as a going concern – South Wales – £140m FUM – Ref 243
A well scaled, low-risk advisory business built on strong ethics and excellence in client service and focus – West Midlands – Ref 207
IFA seeks a “Sell & Stay” opportunity – c£22m FUM – £187k recurring income – West Sussex – Ref 174
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
