West Midlands

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Midlands based IFA available enabling the retiring adviser an industry exit opportunity – £14m AUA. £120k RI – Birmingham – REF 325
Long established traditional IFA client database and investment portfolio available for acquisition – c£16m – £87.5k RI – South Wales & Midlands – Ref 321
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
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