IFAs for Sale

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Financial Planner, Adviser and Employee Benefit Consultant available for acquisition as a going concern complete with advisory and support staff – FUM £82m recurring income of c£500k – West Sussex – Ref 107
Long established sole trader IFA client database & investment portfolio offered for sale due to the death of the Principal – £12.5m FUM – Long standing and loyal client portfolio – Middlesex – Ref 106
Long Established Sole Trader IFA – Client database & Investment portfolio offered as a retirement sale – £15m FUM – Ribble Valley, Lancashire – Ref 105
Chartered Wealth Management / IFA Business Offered for Acquisition. Subsidary of leading regional chartered accountancy practice. £60m FUM. Devon – Ref 104
Modestly scaled IFA client database & Investment Portfolio available for acquisition – Bristol – Ref 103
HNW (High Net Worth) Client base of c£40m FUM available for acquisition – UK Wide – South West of England – Ref 102
Long established independent financial advisory business – North & North West of England – c£56m FUM – Ref 234
A modestly scaled, low-risk advisory business built on strong ethics and excellence in client service and focus – Cheshire – Ref 205
Independent Financial Planning Firm / Wealth Manager – £20m FUM – Loyal Client Portfolio – Available for acquisition – A retirement sale due to ill health – Shropshire – Ref 203