IFAs for Sale

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Client database & Investment portfolio available for acquisition – c£45m AUA. RI c£200k – Available enabling a planned retirement – Clients located in Gloucestershire, North Oxfordshire, Worcestershire, South Northants areas – Ref 198
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Client database & Investment portfolio available for acquisition – c£45m AUA. RI c£200k – Available enabling a planned retirement – Clients located in Gloucestershire, North Oxfordshire, Worcestershire, South Northants areas – Ref 198
Established and successful Financial Advisory firm – £36m FUM – Loyal client portfolio – Available for acquisition enabling the founding Director a “sell & stay” opportunity within a larger IFA/Wealth Management firm – East Sussex – Ref 197
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Established and successful Financial Advisory firm – £36m FUM – Loyal client portfolio – Available for acquisition enabling the founding Director a “sell & stay” opportunity within a larger IFA/Wealth Management firm – East Sussex – Ref 197
Well established Wealth Management Business available for acquisition – £25m AUM with £110k RI – Yorkshire – REF 196
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Well established Wealth Management Business available for acquisition – £25m AUM with £110k RI – Yorkshire – REF 196
Privately owned “traditional2 style IFA firm for sale – £30m AUA & £74k RI – West Midlands – REF 195
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Privately owned “traditional2 style IFA firm for sale – £30m AUA & £74k RI – West Midlands – REF 195
Well established Wealth Management Business available for acquisition – Leeds – c£25m FUM with £110k RI – REF 194
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Well established Wealth Management Business available for acquisition – Leeds – c£25m FUM with £110k RI – REF 194
Modestly scaled wealth management business available for acquisition – Derbyshire – c£15m FUM – £120k RI – REF 193
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Modestly scaled wealth management business available for acquisition – Derbyshire – c£15m FUM – £120k RI – REF 193
Long established & successful IFA / Financial Advisory firm. £62m AUA & c£310k RI. Available for acquisition enabling the founding Director a retirement opportunity – Middlesex – Ref 192
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Long established & successful IFA / Financial Advisory firm. £62m AUA & c£310k RI. Available for acquisition enabling the founding Director a retirement opportunity – Middlesex – Ref 192
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
IFA – Retirement Sale – Modestly scaled client database and investment portfolio available for acquisition – Clients located in Oxford & Gloucester areas -£25m AUA – c£100k RI – REF 290
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IFA – Retirement Sale – Modestly scaled client database and investment portfolio available for acquisition – Clients located in Oxford & Gloucester areas -£25m AUA – c£100k RI – REF 290