Nationwide service for buyers & sellers
IFA Businesses for Sale
T
omorrow is a leading advisory firm providing a nationwide marketplace for buyers and sellers of IFA firms. An opportunity for those wishing to leave the industry achieve that exit and a source of acquisition prospects for the growth orientated.
If you are considering undertaking a programme of growth through acquisition, we will identify and introduce appropriate prospects, considering size, location, structure and culture.
From modestly scaled regional Businesses to large Nationals we can, through our extensive network of industry contacts, find acquisition targets that perfectly suit your individual requirements.
If your ambition is a business sale the same level of care and attention to detail is assured.
Our service to you, whether as a Buyer or Seller, includes prospect identification, the management of introductions and progressive meetings. A full partner led service from first touch to completion.
During the last decade we have transacted over 200 deals in this specialist sector. This success is built on detailed understanding, a reputation for integrity and professionalism, together with the ability to work tirelessly on your behalf.
Our determination to help you achieve your strategic ambitions ensures that you are always engaging with the right people, in the right place at the right time.
Success in life is about who you know and timing.
If you are considering undertaking a programme of growth through acquisition, we will identify and introduce appropriate prospects, considering size, location, structure and culture.
From modestly scaled regional Businesses to large Nationals we can, through our extensive network of industry contacts, find acquisition targets that perfectly suit your individual requirements.
If your ambition is a business sale the same level of care and attention to detail is assured.
Our service to you, whether as a Buyer or Seller, includes prospect identification, the management of introductions and progressive meetings. A full partner led service from first touch to completion.
During the last decade we have transacted over 200 deals in this specialist sector. This success is built on detailed understanding, a reputation for integrity and professionalism, together with the ability to work tirelessly on your behalf.
Our determination to help you achieve your strategic ambitions ensures that you are always engaging with the right people, in the right place at the right time.
Success in life is about who you know and timing.
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
Midlands based IFA business offered for sale enabling the founding Director a retirement. £10m FUM – Ref 251
Privately owned financial advisory business available for acquisition.. £50m FUM – £275k recurring income Staffordshire – Ref 250
IFA Business available for acquisition – £22m FUM – Home Counties – Ref 249
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
Retirement sale – Liverpool based advisory business – £15.5m FUM & recuring income of £90k – Ref 237
Modestly scaled Directly Authorised Advisory business available for acquisition – Somerset- c£16m FUM – Ref 235
Long established independent financial advisory business – North & North West of England – c£56m FUM – Ref 234
Long established LLP advisory business with c£37m FUM seeks a buyer enabling the retirement of the founding Partner. Liverpool & surrounding area – Ref 228
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
Directly Authorised IFA – Long Established – Available for acquisition during 2019 – £50m FUM – Essex – Ref 193
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
Chartered Financial Planning Firm – Offered for Acquisition – £300m FUM – Central London – Ref 124
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