IFAs for Sale

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IFA Wealth Manager – £50m FUM – c£200k Trail – Ref 86
Financial Planner – c£100m FUM – Annual Revenue £1.4m – Ref 85
Chartered Wealth Planning firm offered as a “Sell & Stay” – £45m FUM – Kent – Ref 248
Sole Trader / IFA – £25m FUM & Recurring income of c£160k – “Sell & Stay” – Employed advisory role sought with buy-out terms for existing clients at market rate over deferred period – Peterborough & Surrounding areas – Ref 191
Financial Advisory firm – retirement sale – Hertfordshire – £140m FUM – Ref 246
Traditional IFA – c£40m FUM – Somerset – Business Offered For Sale Allowing Planned Retirement – Ref 99
Retirement sale – long established sole trader IFA – £21m FUM – Recurring income £125k – Somerset & borders – Ref 188
“One man band” advisory firm for sale as a “Sell & Stay” – £40m FUM – Cheshire – Ref 244
IFA firm available for acquisition enabling retirement for the founding Directors. Hampshire / Borders. £21m FUM – Ref 182