IFAs for Sale

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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
Long established and successful one man band IFA – c£20m AUA & c£125k RI – Available for acquisition enabling the founding Director a future retirement opportunity – High Wycombe, Buckinghamshire – REF 307
Modestly scaled Wealth Management business available for acquisition, enabling the controlling Director an opportunity to join the acquiring firm – Currently holding c£18m FUM and generating c£150k of recurring revenue – Bristol – Ref 306
Long established & successful Financial Advisory firm – C£65m FUM – loyal client portfolio – Available for acquisition enabling the Managing Director continuing involvement – South coast – Ref 305
Long established and successful one man band IFA – £24.5m High Net Worth Client Portfolio – Available for acquisition enabling the founding Director a future retirement opportunity – Bristol – Ref 304