IFAs for Sale

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Wealth Management arm of a long established Accountancy Firm – Available for acquisition enabling one of the directors a retirement opportunity – c£64m FUM – Essex – REF 327
£100m AUA Wealth Management firm available for acquisition – Cheshire – REF 326
Midlands based IFA available enabling the retiring adviser an industry exit opportunity – £14m AUA. £120k RI – Birmingham – REF 325
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
IFA / Wealth Management firm available for acquisition – £100m AUA – RI £1m – Hampshire – Ref 319
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
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