South West

Filter by
Categories
Show all

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
Read more
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
IFA – Retirement Sale – Modestly scaled client database and investment portfolio available for acquisition – Clients located in Oxford & Gloucester areas -£25m AUA – c£100k RI – REF 290
Read more
IFA – Retirement Sale – Modestly scaled client database and investment portfolio available for acquisition – Clients located in Oxford & Gloucester areas -£25m AUA – c£100k RI – REF 290
Well established Wealth Management Business available for acquisition – South West England – REF 287
Read more
Well established Wealth Management Business available for acquisition – South West England – REF 287
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
Read more
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
Read more
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
Read more
Retirement sale – c£12m FUM – £100k Recurring income – Ref 93
Long Established IFA – c£50m FUA – Midlands & South West. Retirement Sale – Ref 91
Read more
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
Read more
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
Read more
Financial Advisory Business available for acquisition as a going concern – £58m FUM – Devon/Somerset – Ref 153