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IFAs for Sale
IFA Wealth Management firm available for acquisition enabling the founding Director a retirement opportunity – £90.5m AUA & £614k RI – Norfolk & Suffolk – Ref 191
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IFA Wealth Management firm available for acquisition enabling the founding Director a retirement opportunity – £90.5m AUA & £614k RI – Norfolk & Suffolk – Ref 191
Long Established Chartered Financial Planning / Wealth Management Firm. c£200m FUM. Available for acquisition as a going concern. Cambridgeshire. Ref 276
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Long Established Chartered Financial Planning / Wealth Management Firm. c£200m FUM. Available for acquisition as a going concern. Cambridgeshire. Ref 276
IFA Advisory / Wealth Management business – Essex – £58m FUM – C£230K Recurring income – Ref 159
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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
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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
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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
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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
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Divestment of Database & Portfolio – c£70m FUM – £130k Recurring Income – Ref 89
Modestly Scaled IFA – £8M FUM – Norfolk – Retirement Sale – Ref 98
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Modestly Scaled IFA – £8M FUM – Norfolk – Retirement Sale – Ref 98
Family Owned IFA Business Offered for Acquisition – £19m FUM – Cheshire – Ref 126
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Family Owned IFA Business Offered for Acquisition – £19m FUM – Cheshire – Ref 126