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Wealth Management arm of a long established Accountancy Firm – Available for acquisition enabling one of the directors a retirement opportunity – c£64m FUM – Essex – REF 327
IFA / Wealth Management firm available for acquisition – £100m AUA – RI £1m – Hampshire – Ref 319
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
Modestly scaled Directly Authorised advisory business available for sale enabling a retirement – Dorset £40m FUM – Ref 242