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IFAs for Sale
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
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
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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
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
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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
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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
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Retirement sale – c£12m FUM – £100k Recurring income – Ref 93
Long Established IFA – c£50m FUA – Midlands & South West. Retirement Sale – Ref 91
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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
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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
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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
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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
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