IFAs for Sale

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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
A Chartered Financial Planning / Wealth Management / IFA Advisory business – Long established – Dominant position within market services – c£200m FUM – South East England – Ref 169
Retirement sale – c£12m FUM – £100k Recurring income – Ref 93
Retirement sale – c£20m FUM – c£100k Recurring income – Ref 92
Sole trader / Ltd Company IFA seeks “sell & stay” scenario within a larger advisory firm enabling retirement in 2 years – £27m FUM – Recurring income of £120k – Cumbria – Ref 165
Leading Independent Wealth Management / Financial Advisory Firm – c£250m FUM – Long standing reputation & loyal client portfolio – Scotland – Ref 214