East of England

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Long established wealth management firm / IFA – c£375 AUA & £1.5m RI – Available for acquisition as a going concern complete with advisory, technical, and administrative staff – Surrey – Ref 299
IFA Advisory / Wealth Management business – Essex – £58m FUM – C£230K Recurring income – Ref 159
Retirement sale – c£20m FUM – c£100k Recurring income – Ref 92
IFA Specialist Wealth Manager based in Hertfordshire. £17m FUM – Long standing client portfolio – Offered as a retirement sale – Ref 113
Wealth Manager / HNW Client Portfolio – Essex – c£230m AUM – Available for Acquisition – Ref 142
Divestment of Database & Portfolio – c£70m FUM – £130k Recurring Income – Ref 89
Modestly Scaled IFA – £8M FUM – Norfolk – Retirement Sale – Ref 98
Family Owned IFA Business Offered for Acquisition – £19m FUM – Cheshire – Ref 126