IFAs for Sale

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Good quality IFA – £40m FUM – Surrey & Greater London – available for acquisition enabling the Principal opportunity an exit mechanism with deferred consideration / ongoing employment in the medium term. – Ref 101
IFA / Wealth Manager – £100 FUM– South Wales – Business offered for sale as a result of retirement planning. – Ref 100
Wealth Manager / HNW Client Portfolio – Essex – c£230m AUM – Available for Acquisition – Ref 142
Financial Advisory Practice/Wealth Manager – £200m FUM – Central/South London – Retirement Sale – Ref 196
Traditionally managed IFA seeking business sale in 2019 – £50m FUM – £273k Recurring Income – Bradford on Avon – Ref 194
Database, Portfolio & Key Staff – c£35m FUM – c£190k Recurring income – Ref 90
Divestment of Database & Portfolio – c£70m FUM – £130k Recurring Income – Ref 89
IFA database & portfolio – c£22m FUM – c£100k Recurring income – Ref 88
Database and investment portfolio – £35m FUM – c£150k Recurring Income – Ref 87