Retiring IFA - IFA Sellers London & South East

Sold

London and South East

£550,000

Boutique IFA in Essex specialising in High Net Worth clients (average portfolio size Approaching £1,000,000), with £75m FUM and Virtually Zero Exposure to Any Risky Products

Ref: 46253

Turnover: £550,000

Offers Over: £1,700,000

Location: London and South East

ET

For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 14984 - Ask for Edward Thorpe

Under Offer

London and South East

£110,000

Unique IFA Practice, Housing c.£18m FUM with a Typical Client Representing a Portfolio of over £400k and a Notable Client Specialism in The Professional Legal Space.

Ref: 4421

Turnover: £110,000

Offers Over: £275,000

Location: London and South East

ET

For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30239 - Ask for Edward Thorpe

Under Offer

London and South East

£85,000

Hertfordshire Based Asset Purchase with £15m in Funds Under Management £70,000 Ongoing Adviser Charges all at 0.5%.

Ref: 35337

Turnover: £85,000

Offers Over: £250,000

Location: London and South East

ET

For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 14927 - Ask for Edward Thorpe

Sold

London and South East

£30,000

Micro Practice DA legacy income only circa £12M FUI

Ref: 395389

Turnover: £30,000

Offers Over: £75,000

Location: London and South East

ET

For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 15190 - Ask for Edward Thorpe

London and South East

£450,000

Exceptional Hertfordshire Based, IFA Practice with c.£37m FUM, c.100 Families with an Average Portfolio of Over £350,000

Ref: 9383

Turnover: £450,000

Offers Over: £1,250,000

Location: London and South East

ET

For more information call 01765 698 699 and quote reference Seller Ref: 30226 - Ask for Edward Thorpe

Sold

London and South East

£1,200,000

Unique Wealth Management Practice with c.£1,000,000 Recurring income, Adjusted EBITDA of £600k and a Highly Talented Advisory Team Who Would look to Stay with the Purchaser

Ref: 393527

Turnover: £1,200,000

Offers Over: £3,500,000

Location: London and South East

ET

For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30225 - Ask for Edward Thorpe

Sold

London and South East

£300,000

Exceptional Hertford Based Practice with 90% of the clients in the Local area and Several High Quality Introducers to Bring on Board

Ref: 248017

Turnover: £300,000

Offers Over: £815,000

Location: London and South East

ET

For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30223 - Ask for Edward Thorpe

Sold

London and South East

£300,000

Exceptional Hertford Based Practice with 90% of the clients in the Local area and Several High Quality Introducers to Bring on Board

Ref: 354701

Turnover: £300,000

Offers Over: £820,000

Location: London and South East

ET

For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30222 - Ask for Edward Thorpe

Sold

London and South East

£250,000

Unusual High-Net-Worth IFA Practice in East Sussex with £30m FUM, c.40 Families with an Average Portfolio of c.£650 and ongoing charge of 0.7%.

Ref: 150079

Turnover: £250,000

Offers Over: £815,000

Location: London and South East

ET

For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30218 - Ask for Edward Thorpe

London and South East

£500,000

Exceptional Norwich Based Practice with 80% of the clients in East Anglia, Several high quality advisers Remaining in the Business and an Average Ongoing fee of c.0.6%

Ref: 376391

Turnover: £500,000

Offers Over: £1,550,000

Location: London and South East

ET

For more information call 01765 698 699 and quote reference Seller Ref: 30212 - Ask for Edward Thorpe

Sold

London and South East

£250,000

Unusual High-Net-Worth IFA Practice in South Kent with £30m FUM, c.40 Families with an Average Portfolio of c.£650 and ongoing charge of 0.7%.

Ref: 395657

Turnover: £250,000

Offers Over: £840,000

Location: London and South East

ET

For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30208 - Ask for Edward Thorpe

On Hold

London and South East

£31,000

Attractive Client Bank with c.£4m FUM, an ongoing Charge of Between 0.25-0.5% and 95% of Clients Based in South London.

Ref: 397161

Turnover: £31,000

Offers Over: £56,000

Location: London and South East

ET

For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30194 - Ask for Edward Thorpe

Under Offer

North West and Cumbria

£2,600,000

Highly Unique Mortgage Network with c.130 Advisers, c.£2.5m in Revenues and a Model that is Attracting 30-40 Advisers a Year

Ref: 397253

Turnover: £2,600,000

Offers Over: £4,000,000

Location: North West and Cumbria

BS

For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30192 - Ask for Byron Snaith

Sold

London and South East

£250,000

Extraordinarily Profitable Croydon Based IFA Practice, Housing HNW families (C.£600k per household) and £26m Funds Under Management

Ref: 24595

Turnover: £250,000

Offers Over: £780,000

Location: London and South East

ET

For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30174 - Ask for Edward Thorpe

On Hold

London and South East

£170,000

Unusual High-Net-Worth IFA Practice in North West London with £30m FUM, c.50 Families with an Average Portfolio of c.£500,000 and ongoing charge of 0.55%.

Ref: 28663

Turnover: £170,000

Offers Over: £600,000

Location: London and South East

ET

For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30156 - Ask for Edward Thorpe

Sold

London and South East

£1,000,000

Exceptional High-Net-Worth Specialist IFA Practice in London with £110m FUM, c.100 Families with an Average Portfolio of c.£1m and an Adjusted EBITDA of £7-800k.

Ref: 397017

Turnover: £1,000,000

Offers Over: £3,700,000

Location: London and South East

ET

For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30155 - Ask for Edward Thorpe

Sold

London and South East

£45,000

High-Net-Worth Client Bank for sale in Peterborough with an average Portfolio Size of £550,000 and an Average Ongoing Fee of c.0.8%

Ref: 270999

Turnover: £45,000

Offers Over: £170,000

Location: London and South East

ET

For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30144 - Ask for Edward Thorpe

London and South East

£40,000

Asset and Goodwill Sale of c.50 High Quality Clients with all fees at 0.5% Ongoing or less.

Ref: 358743

Turnover: £40,000

Offers Over: £90,000

Location: London and South East

ET

For more information call 01765 698 699 and quote reference Seller Ref: 30139 - Ask for Edward Thorpe

Sold

London and South East

£350,000

Profitable Romford Based IFA and Mortgage, Directly Authorised limited Company housing £20m FUM and c.£350k of Turnover.

Ref: 392258

Turnover: £350,000

Offers Over: £250,000

Location: London and South East

ET

For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30137 - Ask for Edward Thorpe

Sold

London and South East

£450,000

Rare Opportunity to Acquire an Exceptional Practice with a flat 0.5% Ongoing Charge, an Average Portfolio Size of Over .£300k and a very Scalable Staff Base.

Ref: 331925

Turnover: £450,000

Offers Over: £1,200,000

Location: London and South East

ET

For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30129 - Ask for Edward Thorpe

IFA for Sale In London & South East

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