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IFAs for Sale
UK Wealth Management, Legal Services, & Adviser Training firm – £175m AUA. EBITDA £750k – London – Ref 322
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 available for acquisition – £100m AUA – RI £1m – Hampshire – Ref 319
IFA for sale – retirement due to ill health – £120m AUA – £650k RI – South Wales – REF 318
Long Established IFA available for acquisition enabling retirement -Dedicated provider of unbiased financial and mortgage advice to clients throughout South Wales – £60m AUA – RI c£200k – Nr Cardiff – REF 317
Long standing IFA / Wealth Management Firm – £40m AUA – Available for acquisition for health reasons – Hertfordshire – REF 310
Modestly scaled IFA firm available for sale enabling a retirement – c£15m AUA – Staffordshire – REF 309
A retirement sale – long standing IFA / Wealth Management Firm – c£47m AUA. RI £240k – West Midlands – Ref 308
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