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Client database & Investment portfolio available for acquisition – c£45m AUA. RI c£200k – Available enabling a planned retirement – Clients located in Gloucestershire, North Oxfordshire, Worcestershire, South Northants areas – Ref 198
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Client database & Investment portfolio available for acquisition – c£45m AUA. RI c£200k – Available enabling a planned retirement – Clients located in Gloucestershire, North Oxfordshire, Worcestershire, South Northants areas – Ref 198
Established and successful Financial Advisory firm – £36m FUM – Loyal client portfolio – Available for acquisition enabling the founding Director a “sell & stay” opportunity within a larger IFA/Wealth Management firm – East Sussex – Ref 197
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Established and successful Financial Advisory firm – £36m FUM – Loyal client portfolio – Available for acquisition enabling the founding Director a “sell & stay” opportunity within a larger IFA/Wealth Management firm – East Sussex – Ref 197
Long established & successful IFA / Financial Advisory firm. £62m AUA & c£310k RI. Available for acquisition enabling the founding Director a retirement opportunity – Middlesex – Ref 192
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Long established & successful IFA / Financial Advisory firm. £62m AUA & c£310k RI. Available for acquisition enabling the founding Director a retirement opportunity – Middlesex – Ref 192
IFA / Wealth Management firm – £20m FUM – West Sussex – REF 282
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IFA / Wealth Management firm – £20m FUM – West Sussex – REF 282
Privately owned Financial Advisory / Wealth Management Business. Available for sale enabling the founding Directors a retirement opportunity – £67.4m FUM – Recurring Income £561k – High Wycombe, Buckinghamshire Ref 261
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Privately owned Financial Advisory / Wealth Management Business. Available for sale enabling the founding Directors a retirement opportunity – £67.4m FUM – Recurring Income £561k – High Wycombe, Buckinghamshire Ref 261
IFA seeks a “Sell & Stay” opportunity – c£22m FUM – £187k recurring income – West Sussex – Ref 174
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IFA seeks a “Sell & Stay” opportunity – c£22m FUM – £187k recurring income – West Sussex – Ref 174
A Chartered Financial Planning / Wealth Management / IFA Advisory business – Long established – Dominant position within market services – c£200m FUM – South East England – Ref 169
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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
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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
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Financial advisory firm – c£50m AUM – Client portfolio of loyal & longstanding high quality clients predominantly based in Hampshire & Dorset – Ref 111