Wales

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IFA for sale – retirement due to ill health – £120m AUA – £650k RI – South Wales – REF 318
Long Established IFA available for acquisition enabling retirement -Dedicated provider of unbiased financial and mortgage advice to clients throughout South Wales – £60m AUA – RI c£200k – Nr Cardiff – REF 317
Long established IFA firm servicing a client portfolio in South Wales. c£65m FUM. Swansea. Ref 277
Chartered Planning / Wealth Management firm for acquisition as a going concern – South Wales – £140m FUM – Ref 243
Chartered Financial Planning Firm – £132m FUM – Available for acquisition as a going concern – South Wales – Ref 152
IFA / Wealth Manager – £100 FUM– South Wales – Business offered for sale as a result of retirement planning. – Ref 100
Database and investment portfolio – £35m FUM – c£150k Recurring Income – Ref 87
Long Established IFA – c£30m FUM – North Wales & Borders. Retirement Sale. – Ref 95