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IFAs for Sale
IFA Specialist Wealth Manager based in Hertfordshire. £17m FUM – Long standing client portfolio – Offered as a retirement sale – Ref 113
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
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
Database, Portfolio & Key Staff – c£35m FUM – c£190k Recurring income – Ref 90
IFA database & portfolio – c£22m FUM – c£100k Recurring income – Ref 88
Financial Advisory firm – retirement sale – Hertfordshire – £140m FUM – Ref 246