Retiring IFA - IFA Sellers London & South East

South West

£3,200,000

South West Hub Managing c.£375m FUM Generating £2m in Profit

Ref: 359239

Turnover: £3,200,000

Offers Over: £18,000,000

Location: South West

ET

For more information call 01765 698 699 and quote reference Seller Ref: 14588 - Ask for Edward Thorpe

South West

£280,000

Herefordshire Retiring IFA with 35 FUM

Ref: 402935

Turnover: £280,000

Offers Over: £960,000

Location: South West

ET

For more information call 01765 698 699 and quote reference Seller Ref: 30978 - Ask for Edward Thorpe

On Hold

South West

£250,000

IFA managing £40m FUM Generating c £250,000

Ref: 23339

Turnover: £250,000

Offers Over: £1,100,000

Location: South West

ET

For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30969 - Ask for Edward Thorpe

South West

£545,000

Exeter/Taunton Retiring IFA Managing £70m FUM Turning over £545,000

Ref: 424238

Turnover: £545,000

Offers Over: £1,720,000

Location: South West

ET

For more information call 01765 698 699 and quote reference Seller Ref: 30964 - Ask for Edward Thorpe

On Hold

South West

£500,000

Gloucestershire High-Net Worth IFA Practice Managing £40m FUM with 50 Households with the Principal Looking to Step Back

Ref: 406539

Turnover: £500,000

Offers Over: £1,550,000

Location: South West

ET

For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30949 - Ask for Edward Thorpe

South West

£850,000

Dual Partner IFA Managing £170m FUM Generating c.£700,000 in Recurring Income

Ref: 14319

Turnover: £850,000

Offers Over: £2,750,000

Location: South West

ET

For more information call 01765 698 699 and quote reference Seller Ref: 30944 - Ask for Edward Thorpe

South West

£110,000

Retiring IFA Generating c £110,000

Ref: 41855

Turnover: £110,000

Offers Over: £420,000

Location: South West

ET

For more information call 01765 698 699 and quote reference Seller Ref: 30920 - Ask for Edward Thorpe

South West

£410,000

Swansea Retiring IFA Generating c £360,000 from 300 households

Ref: 418622

Turnover: £410,000

Offers Over: £1,296,000

Location: South West

ET

For more information call 01765 698 699 and quote reference Seller Ref: 30901 - Ask for Edward Thorpe

South West

£500,000

Devon Retiring IFA Generating c £185,000 from 85 Households

Ref: 391744

Turnover: £500,000

Offers Over: £684,500

Location: South West

ET

For more information call 01765 698 699 and quote reference Seller Ref: 30897 - Ask for Edward Thorpe

South West

£520,000

Cardiff Retiring IFA Generating c £320,000 from 115 Households

Ref: 141268

Turnover: £520,000

Offers Over: £1,280,000

Location: South West

ET

For more information call 01765 698 699 and quote reference Seller Ref: 30878 - Ask for Edward Thorpe

South West

£520,000

Cardiff Retiring IFA Generating c £320,000 from 115 Households

Ref: 141268

Turnover: £520,000

Offers Over: £1,280,000

Location: South West

ET

For more information call 01765 698 699 and quote reference Seller Ref: 30878 - Ask for Edward Thorpe

Sold

South West

£600,000

High-Net-Worth IFA Practice With the Average Client Generating £3,000 and the Practice Producing c.£5-60,000 in Total Recurring Income

Ref: 25091

Turnover: £600,000

Offers Over: £2,400,000

Location: South West

ET

For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 14879 - Ask for Edward Thorpe

Sold

South West

£75,000

Southampton-based IFA generating £15m FUM with an average ongoing charge of 0.5%

Ref: 412097

Turnover: £75,000

Offers Over: £290,000

Location: South West

ET

For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30849 - Ask for Edward Thorpe

Sold

South West

£115,000

Torquay-based IFA generating £15m FUM with Average Portfolios of £225k

Ref: 396507

Turnover: £115,000

Offers Over: £265,000

Location: South West

ET

For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30830 - Ask for Edward Thorpe

Under Offer

South West

£120,000

Guildford IFA generating £94,000 Recurring Income

Ref: 392824

Turnover: £120,000

Offers Over: £330,000

Location: South West

ET

For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30824 - Ask for Edward Thorpe

Under Offer

South West

£95,000

Guildford Asset Sale £12m FUM with £60k Recurring Revenue

Ref: 14519

Turnover: £95,000

Offers Over: £200,000

Location: South West

ET

For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30823 - Ask for Edward Thorpe

Sold

South West

£1,000,000

South West Based Practice Managing £190m FUM, £1m in Turnover and c.500 Households

Ref: 342621

Turnover: £1,000,000

Offers Over: £3,400,000

Location: South West

ET

For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30809 - Ask for Edward Thorpe

Sold

South West

£800,000

Gloucestershire / South Wales Based Practice Managing £250m FUM Spread Across c.300 Households

Ref: 3695

Turnover: £800,000

Offers Over: £2,900,000

Location: South West

ET

For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30803 - Ask for Edward Thorpe

On Hold

South West

£975,000

South West IFA £73m FUM 1% ongoing

Ref: 14115

Turnover: £975,000

Offers Over: £4,000,000

Location: South West

ET

For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30784 - Ask for Edward Thorpe

On Hold

South West

£240,000

Exeter based one man band managing £15m of clients assets

Ref: 404441

Turnover: £240,000

Offers Over: £480,000

Location: South West

ET

For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30684 - Ask for Edward Thorpe

IFA for Sale South West

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