IFAs for Sale

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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
Long Established IFA – c£50m FUA – Midlands & South West. Retirement Sale – Ref 91
IFA / Wealth Management firm for sale – Leeds. £80m FUM & recurring income of £500k – Ref 238
IFA Specialist wealth management firm available for acquisition as a retirement sale – £22m FUM – Manchester – Ref 160
Retirement sale – long established sole trader IFA – Somerset & Borders – £21m FUM – Recurring Income £125k – Ref 188