Retiring IFA - IFA for sale

North East and Yorkshire

£195,000

Strategic Bolt-On Opportunity – £36m FUM, £120k Recurring Income and Significant Revenue Growth Potential

Ref: 32045

Turnover: £195,000

Offers Over: £500,000

Location: North East and Yorkshire

Listed: Jul 2026

Read more about Strategic Bolt-On Opportunity – £36m FUM, £120k Recurring Income and Significant Revenue Growth Potential

OM

For more information call 01765 698 699 and quote reference Seller Ref: 32045
Ask for Oliver Macer

West Midlands

£1,250,000

South Wales IFA for Sale – Client Bank and Advisers

Ref: 32044

Turnover: £1,250,000

Offers Over: £600,000

Location: West Midlands

Listed: Jul 2026

Read more about South Wales IFA for Sale – Client Bank and Advisers

TH

For more information call 01765 698 699 and quote reference Seller Ref: 32044
Ask for Toby Holbrey

South West

£2,200,000

HNW South West IFA with £200m FUM

Ref: 32043

Turnover: £2,200,000

Offers Over: £9,000,000

Location: South West

Listed: Jul 2026

Read more about HNW South West IFA with £200m FUM

TH

For more information call 01765 698 699 and quote reference Seller Ref: 32043
Ask for Toby Holbrey

Scotland and Northern Ireland

£265,000

Belfast IFA Client Bank – £44m FUM, 200 Households and 0.6% On-Going Adviser Charge

Ref: 32042

Turnover: £265,000

Offers Over: £900,000

Location: Scotland and Northern Ireland

Listed: Jul 2026

Read more about Belfast IFA Client Bank – £44m FUM, 200 Households and 0.6% On-Going Adviser Charge

BS

For more information call 01765 698 699 and quote reference Seller Ref: 32042
Ask for Byron Snaith

Scotland and Northern Ireland

£250,000

£33m FUM Edinburgh Sole Trader – High-Value Client Bank with Clean Asset Sale

Ref: 31156

Turnover: £250,000

Offers Over: £1,000,000

Location: Scotland and Northern Ireland

Listed: Jul 2026

Read more about £33m FUM Edinburgh Sole Trader – High-Value Client Bank with Clean Asset Sale

BS

For more information call 01765 698 699 and quote reference Seller Ref: 31156
Ask for Byron Snaith

London and South East

£150,000

£21M AUM Kent IFA Client Bank for Sale

Ref: 32038

Turnover: £150,000

Offers Over: £500,000

Location: London and South East

Listed: Jul 2026

Read more about £21M AUM Kent IFA Client Bank for Sale

TH

For more information call 01765 698 699 and quote reference Seller Ref: 32038
Ask for Toby Holbrey

North East and Yorkshire

£1,100,000

IFA in West Yorkshire with £115m FUM

Ref: 16348

Turnover: £1,100,000

Offers Over: £3,250,000

Location: North East and Yorkshire

Listed: Jul 2026

Read more about IFA in West Yorkshire with £115m FUM

OM

For more information call 01765 698 699 and quote reference Seller Ref: 16348
Ask for Oliver Macer

North West and Cumbria

£40,000

Asset Deal Carve-Out — £8m AUM, 190 Clients, Immediate Profitability

Ref: 32031

Turnover: £40,000

Offers Over: £150,000

Location: North West and Cumbria

Listed: Jul 2026

Read more about Asset Deal Carve-Out — £8m AUM, 190 Clients, Immediate Profitability

BS

For more information call 01765 698 699 and quote reference Seller Ref: 32031
Ask for Byron Snaith

London and South East

£1,050,000

HNW IFA in East Sussex with £180m FUM

Ref: 32029

Turnover: £1,050,000

Offers Over: £4,000,000

Location: London and South East

Listed: Jul 2026

Read more about HNW IFA in East Sussex with £180m FUM

TH

For more information call 01765 698 699 and quote reference Seller Ref: 32029
Ask for Toby Holbrey

North East and Yorkshire

£155,000

Leeds IFA Asset Sale circa £16.5m AUM

Ref: 32028

Turnover: £155,000

Offers Over: £565,000

Location: North East and Yorkshire

Listed: Jul 2026

Read more about Leeds IFA Asset Sale circa £16.5m AUM

OM

For more information call 01765 698 699 and quote reference Seller Ref: 32028
Ask for Oliver Macer