South

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
Independent Financial Planning / Wealth Management Firm – c£150m FUM & £800k Recurring Income Available for acquisition as a going concern – Hampshire – Ref 266
Read more
Independent Financial Planning / Wealth Management Firm – c£150m FUM & £800k Recurring Income Available for acquisition as a going concern – Hampshire – Ref 266
Modestly scaled Directly Authorised advisory business available for sale enabling a retirement – Dorset £40m FUM – Ref 242
Read more
Modestly scaled Directly Authorised advisory business available for sale enabling a retirement – Dorset £40m FUM – Ref 242