Nationwide service for buyers & sellers
IFA Businesses for Sale
MODESTLY SCALED OMB / IFA AVAILABLE FOR ACQUISITION ENABLING RETIREMENT FROM THE FINANCIAL SERVICES SECTOR GLOUCESTER – Ref 240
LONG ESTABLISHED & SUCCESSFUL FINANCIAL ADVISORY FIRM – £45m FUM – LOYAL CLIENT PORTFOLIO AVAILABLE FOR ACQUISITION ENABLING THE FOUNDING DIRECTOR A FUTURE RETIREMENT OPPORTUNITY – NORTH EAST ENGLAND -Ref 239
DIRECTLY AUTHORISED IFA / WEALTH MANAGEMENT FIRM – RETIREMENT SALE £80M FUM – £500k RECURRING INCOME – LEEDS – Ref 238
MODESTLY SCALED DIRECTLY AUTHORISED ADVISORY BUSINESS AVAILABLE FOR ACQUISITION ENABLING THE SOLE ADVISER / DIRECTOR A RETIREMENT – LIVERPOOL – £15.5m FUM – £90k RECURRING INCOME – Ref 237
MODESTLY SCALED DIRECTLY AUTHORISED ADVISORY BUSINESS AVAILABLE FOR ACQUISITION – NEWCASTLE – c£16 FUM – Ref 236
MODESTLY SCALED DIRECTLY AUTHORISED ADVISORY BUSINESS AVAILABLE FOR ACQUISITION – SOMERSET – c£16 FUM – Ref 235
Long established independent financial advisory business – North & North West of England – c£56m FUM – Ref 234
LONG ESTABLISHED ADVISORY AND EMPLOYEE BENEFITS BUSINESS – HAMPSHIRE – c£130m FUM – Ref 233
MODESTLY SCALED ADVISORY BUSINESS AVAILABLE FOR ACQUISITION – SOMERSET – £16m FUM – Ref 232
Multi Award Winning Chartered Financial Planner / Discretionary Portfolio Manager – available for acquisition Q3 2020 – South East of England – Ref 231
CHARTERED FINANCIAL PLANNING FIRM – c£130m FUM – WELL FOUNDED WITH HIGH QUALITY STANDARDS THROUGHOUT – SCOTLAND – Ref 229
Long established LLP advisory business with c£37m FUM seeks a buyer enabling the retirement of the founding Partner. Liverpool & surrounding area – Ref 228
IFA Wealth Manager with DFM permissions seeks business sale enabling a planned retirement – c£120M FUM – c£700k Recurring income – Devon – Ref 226
Long established and modestly scaled advisory business available for acquisition – £20m FUM & Recurring Income of c£100k – Buckinghamshire & Oxfordshire – Ref 224
Long established advisory business – Norfolk & surrounding area – c£50m FUM – Retirement sale due to ill health – Ref 221
Modestly scaled Sole Trader IFA seeking retirement – £31.5m FUM – Recurring income of £140k – South Wales – Ref 220
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
Leading Independent Wealth Management / Financial Advisory Firm – c£250m FUM – Long standing reputation & loyal client portfolio – Scotland – Ref 214
IFA Wealth Manager -30 Year trading history – North London / Hertfordshire – Retirement sale – Ref 209
A high net worth, low-risk advisory business built on strong ethics and excellence in client service and focus – London – Ref 208
A well scaled, low-risk advisory business built on strong ethics and excellence in client service and focus – West Midlands – Ref 207
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
A modestly scaled, low-risk advisory business built on strong ethics and excellence in client service and focus – Cheshire – Ref 205
A modestly scaled, low-risk advisory business built on strong ethics and excellence in client service and focus – Northamptonshire – Ref 204
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
Wealth Manager – London – High quality advisory business available for acquisition – £100m FUM – Ref 195
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 Director – Aberdeenshire – £32m FUM – Ref 187
IFA firm available for acquisition enabling retirement for the founding Directors. Hampshire / Borders. £21m FUM – Ref 182
Chartered Advisory Firm – Bristol – £80m FUM – Available for acquisition as a going concern – Ref 181
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
Independent Financial Planning / Wealth Management Firm – c£145m FUM – Loyal client portfolio – Available for acquisition as a going concern – Dorset – Ref 167
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
Wholly Independent Financial Advisory available for acquisition enabling the founding Director retirement – South West Wales – £25m FUM – Ref 163
West Midlands IFA/Advisory Business available for acquisition – £50m FUM – Long established and award winning – Ref 161
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
Chartered & Certified Financial Planner – £10.4m FUM – The North of England – Ref 123
Directly Authorised Chartered Financial Planner – c£60m FUM – £250k Recurring Income – Midlands.- Ref 119
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