West Midlands

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Modestly scaled IFA firm available for sale enabling a retirement – c£15m AUA – Staffordshire – REF 309
A retirement sale – long standing IFA / Wealth Management Firm – c£47m AUA. RI £240k – West Midlands – Ref 308
IFA / Wealth Management firm servicing a nationwide client portfolio – £90m AUA. £900k RI. 215 active clients – Midlands – REF 300
IFA / Wealth Management Firm for Sale – £34m AUA & £170k RI – Derbyshire, Northamptonshire, & Buckinghamshire – Ref 199
Privately owned “traditional” style IFA firm for sale – £30m AUA & £74k RI – West Midlands – REF 195
Modestly scaled wealth management business available for acquisition – Derbyshire – c£15m FUM – £120k RI – REF 193
An Independent Chartered Advisory firm established in 2010 – £70m FUM – 120 clients – Hereford/Gloucester borders – Ref 94
Long Established IFA – c£50m FUA – Midlands & South West. Retirement Sale – Ref 91
Independent Financial Planning Firm / Wealth Manager – £20m FUM – Loyal Client Portfolio – Available for acquisition – A retirement sale due to ill health – Shropshire – Ref 203