Retiring IFA - IFA Sellers London & South East
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RETIRING IFA
Business Acquisition

IFA for Sale In London & South East

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Sold London and South East
London and South East
£750,000
Exceptional South West London Private Client Wealth Management Firm with an Average client size of over £600,000, Housing c.£80m FUM with more than 80% of Clients in Central and Greater London
Ref: 30267
Turnover: £750,000
Offers Over: £2,300,000
Location: London and South East
Read more about Exceptional South West London Private Client Wealth Management Firm with an Average client size of over £600,000, Housing c.£80m FUM with more than 80% of Clients in Central and Greater London
TH
For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30267 - Ask for Toby Holbrey
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Sold London and South East
London and South East
£600,000
IFA Practice with Very Local Client Bank, c.£90m Funds Under Management and an Average Ongoing Charge of c.0.6%
Ref: 30257
Turnover: £600,000
Offers Over: £1,700,000
Location: London and South East
Read more about IFA Practice with Very Local Client Bank, c.£90m Funds Under Management and an Average Ongoing Charge of c.0.6%
TH
For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30257 - Ask for Toby Holbrey
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On Hold London and South East
London and South East
£330,000
Unique and Portable IFA Practice Housing £45m FUM, an Average Portfolio Size of Over £300k and an average Fee structure of c.0.65%
Ref: 30252
Turnover: £330,000
Offers Over: £1,020,000
Location: London and South East
Read more about Unique and Portable IFA Practice Housing £45m FUM, an Average Portfolio Size of Over £300k and an average Fee structure of c.0.65%
TH
For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30252 - Ask for Toby Holbrey
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On Hold London and South East
London and South East
£150,000
Fantastic 0.5% Ongoing Business Having Carried Out Zero Risky Products and 95% of the Clients within 40 miles of The Practice
Ref: 30250
Turnover: £150,000
Offers Over: £400,000
Location: London and South East
Read more about Fantastic 0.5% Ongoing Business Having Carried Out Zero Risky Products and 95% of the Clients within 40 miles of The Practice
TH
For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30250 - Ask for Toby Holbrey
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Sold London and South East
London and South East
£65,000
Extremely Portable Client Bank Sale (Asset Purchase) of £65,000 in Recurring, a Large Proportion of Clients Under the age of 55 With Most Being Accustomed to a Remote Service.
Ref: 30249
Turnover: £65,000
Offers Over: £220,000
Location: London and South East
Read more about Extremely Portable Client Bank Sale (Asset Purchase) of £65,000 in Recurring, a Large Proportion of Clients Under the age of 55 With Most Being Accustomed to a Remote Service.
TH
For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30249 - Ask for Toby Holbrey
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On Hold London and South East
London and South East
£75,000
Highly Portable Based Client Bank with £8m FUM, Zero Exposure to Any Risky Products with Over 80% of the Clients in the Essex and Ipswich Area
Ref: 21902
Turnover: £75,000
Offers Over: £250,000
Location: London and South East
Read more about Highly Portable Based Client Bank with £8m FUM, Zero Exposure to Any Risky Products with Over 80% of the Clients in the Essex and Ipswich Area
OM
For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 21902 - Ask for Oliver Macer
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Sold London and South East
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: 14984
Turnover: £550,000
Offers Over: £1,700,000
Location: London and South East
Read more about 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
TH
For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 14984 - Ask for Toby Holbrey
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Under Offer London and South East
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: 30239
Turnover: £110,000
Offers Over: £275,000
Location: London and South East
Read more about 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.
TH
For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30239 - Ask for Toby Holbrey
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Under Offer London and South East
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: 14927
Turnover: £85,000
Offers Over: £250,000
Location: London and South East
Read more about Hertfordshire Based Asset Purchase with £15m in Funds Under Management £70,000 Ongoing Adviser Charges all at 0.5%.
TH
For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 14927 - Ask for Toby Holbrey
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Sold London and South East
London and South East
£30,000
Micro Practice DA legacy income only circa £12M FUI
Ref: 15190
Turnover: £30,000
Offers Over: £75,000
Location: London and South East
Read more about Micro Practice DA legacy income only circa £12M FUI
TH
For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 15190 - Ask for Toby Holbrey
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London and South East
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: 30226
Turnover: £450,000
Offers Over: £1,250,000
Location: London and South East
Read more about Exceptional Hertfordshire Based, IFA Practice with c.£37m FUM, c.100 Families with an Average Portfolio of Over £350,000
TH
For more information call 01765 698 699 and quote reference Seller Ref: 30226 - Ask for Toby Holbrey
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Sold London and South East
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: 30225
Turnover: £1,200,000
Offers Over: £3,500,000
Location: London and South East
Read more about 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
TH
For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30225 - Ask for Toby Holbrey
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Sold London and South East
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: 30223
Turnover: £300,000
Offers Over: £815,000
Location: London and South East
Read more about Exceptional Hertford Based Practice with 90% of the clients in the Local area and Several High Quality Introducers to Bring on Board
TH
For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30223 - Ask for Toby Holbrey
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Sold London and South East
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: 30222
Turnover: £300,000
Offers Over: £820,000
Location: London and South East
Read more about Exceptional Hertford Based Practice with 90% of the clients in the Local area and Several High Quality Introducers to Bring on Board
TH
For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30222 - Ask for Toby Holbrey
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Sold London and South East
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: 30218
Turnover: £250,000
Offers Over: £815,000
Location: London and South East
Read more about 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%.
TH
For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30218 - Ask for Toby Holbrey
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London and South East
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: 30212
Turnover: £500,000
Offers Over: £1,550,000
Location: London and South East
Read more about 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%
OM
For more information call 01765 698 699 and quote reference Seller Ref: 30212 - Ask for Oliver Macer
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Sold London and South East
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: 30208
Turnover: £250,000
Offers Over: £840,000
Location: London and South East
Read more about 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%.
TH
For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30208 - Ask for Toby Holbrey
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On Hold London and South East
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: 30194
Turnover: £31,000
Offers Over: £56,000
Location: London and South East
Read more about Attractive Client Bank with c.£4m FUM, an ongoing Charge of Between 0.25-0.5% and 95% of Clients Based in South London.
TH
For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30194 - Ask for Toby Holbrey
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Under Offer London and South East
London and South East
£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: 30192
Turnover: £2,600,000
Offers Over: £4,000,000
Location: London and South East
Read more about Highly Unique Mortgage Network with c.130 Advisers, c.£2.5m in Revenues and a Model that is Attracting 30-40 Advisers a Year
OM
For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30192 - Ask for Oliver Macer
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Sold London and South East
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: 30174
Turnover: £250,000
Offers Over: £780,000
Location: London and South East
Read more about Extraordinarily Profitable Croydon Based IFA Practice, Housing HNW families (C.£600k per household) and £26m Funds Under Management
TH
For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30174 - Ask for Toby Holbrey
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Page 13 of 15