South West

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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 & 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
Retirement sale – long established sole trader IFA – Somerset & Borders – £21m FUM – Recurring Income £125k – Ref 188
Financial Advisory Business available for acquisition as a going concern – £58m FUM – Devon/Somerset – Ref 153
Financial advisory firm – c£50m AUM – Client portfolio of loyal & longstanding high quality clients predominantly based in Hampshire & Dorset – Ref 111
Modestly Scaled Sole Trader IFA available for acquisition due to ill health and retirement of the Founding Director – c£10m FUM – Gloucester / Bristol area – Ref 110