IFAs for Sale

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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
Chartered Financial Planning Firm – £132m FUM – Available for acquisition as a going concern – South Wales – Ref 152
Modestly scaled Directly Authorised advisory business available for sale enabling a retirement – Dorset £40m FUM – Ref 242
IFA Advisory / Wealth Management business – Essex – £58m FUM – C£230K Recurring income – Ref 159
An Independent Chartered Advisory firm established in 2010 – £70m FUM – 120 clients – Hereford/Gloucester borders – Ref 94