South West

South West

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Modestly scaled Wealth Management business available for acquisition, enabling the controlling Director an opportunity to join the acquiring firm – Currently holding c£18m FUM and generating c£150k of recurring revenue – Bristol – Ref 306
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
Long established and successful one man band IFA – £24.5m High Net Worth Client Portfolio – Available for acquisition enabling the founding Director a future retirement opportunity – Bristol – Ref 304
Established firm of financial planners – 50 year trading history – Sectors serviced include Financial Services, Healthcare, Employee Benefits & Mortgage Advice – c£200m AUA – Wiltshire – Ref 302
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
Long established & successful ‘One-man-band” Financial Advisory Firm. c£15.5m FUM – Loyal Client Portfolio available for acquisition enabling the founding Director a future retirement opportunity. Cornwall – Ref 271
An Independent Chartered Advisory firm established in 2010 – £70m FUM – 120 clients – Hereford/Gloucester borders – Ref 94
Retirement sale – c£12m FUM – £100k Recurring income – Ref 93
Long Established IFA – c£50m FUA – Midlands & South West. Retirement Sale – Ref 91