IFAs for Sale

IFAs for Sale

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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
Traditional IFA firm now available for acquisition – c£20m AUA. RI £170k – North East England – Ref 303
Established firm of financial planners – 50 year trading history – Sectors serviced include Financial Services, Healthcare, Employee Benefits & Mortgage Advice – c£200m AUA – Wiltshire – Ref 302
Traditional IFA / Wealth management firm – long trading history – £120m AUA – Merseyside – Ref 301
IFA / Wealth Management firm servicing a nationwide client portfolio – £90m AUA. £900k RI. 215 active clients – Midlands – REF 300
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