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IFAs for Sale
Long established traditional IFA client database and investment portfolio available for acquisition – c£16m – £87.5k RI – South Wales & Midlands – Ref 321
Modestly scaled IFA firm available for acquisition enabling a retirement – £30m AUA – £200k RI – Derbyshire – Ref 320
IFA / Wealth Management firm servicing a nationwide client portfolio – £90m AUA. £900k RI. 215 active clients – Midlands – REF 300
Long Established IFA – c£50m FUA – Midlands & South West. Retirement Sale – Ref 91
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
