IFAs for Sale

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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
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