South East

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Wealth Management arm of a long established Accountancy Firm – Available for acquisition enabling one of the directors a retirement opportunity – c£64m FUM – Essex – REF 327
IFA / Wealth Management firm available for acquisition – £100m AUA – RI £1m – Hampshire – Ref 319
Long established and successful one man band IFA – c£20m AUA & c£125k RI – Available for acquisition enabling the founding Director a future retirement opportunity – High Wycombe, Buckinghamshire – REF 307
Long established & successful Financial Advisory firm – C£65m FUM – loyal client portfolio – Available for acquisition enabling the Managing Director continuing involvement – South coast – Ref 305
IFA / Wealth Management firm – £20m FUM – West Sussex – REF 282
A Chartered Financial Planning / Wealth Management / IFA Advisory business – Long established – Dominant position within market services – c£200m FUM – South East England – Ref 169
Wealth Management & Employee Benefits Consultancy – £53m FUM – Available for acquisition including advisory & technical staff – Hampshire – Ref 192
Financial advisory firm – c£50m AUM – Client portfolio of loyal & longstanding high quality clients predominantly based in Hampshire & Dorset – Ref 111
Financial Planner, Adviser and Employee Benefit Consultant available for acquisition as a going concern complete with advisory and support staff – FUM £82m recurring income of c£500k – West Sussex – Ref 107