IFAs for Sale

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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
Modestly scaled wealth management business available for acquisition – Derbyshire – c£15m FUM – £120k RI – REF 193
IFA / Wealth Management firm – £20m FUM – West Sussex – REF 282
Long established IFA firm servicing a client portfolio in South Wales. c£65m FUM. Swansea. Ref 277
Long established & successful ‘One-man-band” Financial Advisory Firm. c£15.5m FUM – Loyal Client Portfolio available for acquisition enabling the founding Director a future retirement opportunity. Cornwall – Ref 271
Chartered Planning / Wealth Management firm for acquisition as a going concern – South Wales – £140m FUM – Ref 243