West Midlands

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Privately owned “traditional2 style IFA firm for sale – £30m AUA & £74k RI – West Midlands – REF 195
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Privately owned “traditional2 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
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Modestly scaled wealth management business available for acquisition – Derbyshire – c£15m FUM – £120k RI – REF 193
Well Founded & Managed IFA / Wealth Management Firm – £150m AUA & £900k RI – West Midlands – Ref 283
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Well Founded & Managed IFA / Wealth Management Firm – £150m AUA & £900k RI – West Midlands – Ref 283
Long established & successful financial advisory. £40m FUM – Loyal client portfolio – Available for acquisition enabling the founding Director a retirement opportunity – West Midlands – Ref 279
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Long established & successful financial advisory. £40m FUM – Loyal client portfolio – Available for acquisition enabling the founding Director a retirement opportunity – West Midlands – Ref 279
Midlands based Wealth Management firm offered for sale enabling a group re-structure. £143m FUM – Ref 247
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Midlands based Wealth Management firm offered for sale enabling a group re-structure. £143m FUM – Ref 247
A well scaled, low-risk advisory business built on strong ethics and excellence in client service and focus – West Midlands – Ref 207
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A well scaled, low-risk advisory business built on strong ethics and excellence in client service and focus – West Midlands – Ref 207
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
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
Independent Financial Planning Firm / Wealth Manager – £20m FUM – Loyal Client Portfolio – Available for acquisition – A retirement sale due to ill health – Shropshire – Ref 203
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Independent Financial Planning Firm / Wealth Manager – £20m FUM – Loyal Client Portfolio – Available for acquisition – A retirement sale due to ill health – Shropshire – Ref 203