North West

North West

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Traditional IFA / Wealth management firm – long trading history – £120m AUA – Merseyside – Ref 301
Sole trader / Ltd Company IFA seeks “sell & stay” scenario within a larger advisory firm enabling retirement in 2 years – £27m FUM – Recurring income of £120k – Cumbria – Ref 165
IFA Specialist wealth management firm available for acquisition as a retirement sale – £22m FUM – Manchester – Ref 160
IFA Specialist Wealth Manager – Business offered for sale due to the retirement of the Founding Director – £21M FUM – Manchester – Ref 112
Family Owned & Managed IFA Business offered for acquisition enabling the founding Director an industry exit and retirement – £108M fum – Cheshire – Ref 109
Long Established Financial Planning, Advisory client portfolio available for acquisition – c£14m FUM – Loyal & Longstanding client portfolio – West Yorkshire – Ref 108
Long Established Sole Trader IFA – Client database & Investment portfolio offered as a retirement sale – £15m FUM – Ribble Valley, Lancashire – Ref 105
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