IFAs for Sale

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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
IFA / Wealth Management Firm for Sale – £34m AUA & £170k RI – Derbyshire, Northamptonshire, & Buckinghamshire – Ref 199
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
Privately owned “traditional” 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