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

IFA for Sale South West

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On Hold South West
South West
£150,000
Dorset based IFA housing £20m FUM charging on average .55% ongoing
Ref: 30654
Turnover: £150,000
Offers Over: £440,000
Location: South West
Read more about Dorset based IFA housing £20m FUM charging on average .55% ongoing
TH
For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30654 - Ask for Toby Holbrey
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Sold South West
South West
£25,000
£4m FUM client bank to be integrated with only 20 clients and an average portfolio size of over £200,000
Ref: 30615
Turnover: £25,000
Offers Over: £80,000
Location: South West
Read more about £4m FUM client bank to be integrated with only 20 clients and an average portfolio size of over £200,000
TH
For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30615 - Ask for Toby Holbrey
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On Hold South West
South West
£75,000
Local IFA housing £10m FUM with an average ongoing advisory charge of .5% looking for the right home for his clients
Ref: 30614
Turnover: £75,000
Offers Over: £200,000
Location: South West
Read more about Local IFA housing £10m FUM with an average ongoing advisory charge of .5% looking for the right home for his clients
TH
For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30614 - Ask for Toby Holbrey
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Sold South West
South West
£250,000
Bristol based IFA housing £40m of clients assets with a charging structure of 0.5% looking to pass on lifes work
Ref: 30580
Turnover: £250,000
Offers Over: £700,000
Location: South West
Read more about Bristol based IFA housing £40m of clients assets with a charging structure of 0.5% looking to pass on lifes work
TH
For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30580 - Ask for Toby Holbrey
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Sold South West
South West
£80,000
One man Band housing £15m of FUM derived by clients in the medical sector with an average ongoing advisory charge of .5%
Ref: 30577
Turnover: £80,000
Offers Over: £300,000
Location: South West
Read more about One man Band housing £15m of FUM derived by clients in the medical sector with an average ongoing advisory charge of .5%
TH
For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30577 - Ask for Toby Holbrey
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Under Offer South West
South West
£150,000
Local IFA housing £25m FUM with an average ongoing advisory charge of .5%
Ref: 30561
Turnover: £150,000
Offers Over: £420,000
Location: South West
Read more about Local IFA housing £25m FUM with an average ongoing advisory charge of .5%
TH
For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30561 - Ask for Toby Holbrey
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Sold South West
South West
£800,000
Retiring IFA Running a Devon Based Practice With £120m FUM and 0.5% Average Ongoing Advisory Charge
Ref: 30554
Turnover: £800,000
Offers Over: £250,000
Location: South West
Read more about Retiring IFA Running a Devon Based Practice With £120m FUM and 0.5% Average Ongoing Advisory Charge
TH
For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30554 - Ask for Toby Holbrey
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Sold South West
South West
£175,000
Local one man band housing £35m of clients Funds with an average advisory charge of .4%
Ref: 30543
Turnover: £175,000
Offers Over: £540,000
Location: South West
Read more about Local one man band housing £35m of clients Funds with an average advisory charge of .4%
TH
For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30543 - Ask for Toby Holbrey
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Sold South West
South West
£550,000
One man Band housing £90m FUM with an average advisory charge of .5% and the average client having over £750,000 in portfolio size
Ref: 30535
Turnover: £550,000
Offers Over: £2,250,000
Location: South West
Read more about One man Band housing £90m FUM with an average advisory charge of .5% and the average client having over £750,000 in portfolio size
TH
For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30535 - Ask for Toby Holbrey
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Sold South West
South West
£16,000
Micro Client Bank Sale of c.60 Client across £3.5m of Funds Under Management
Ref: 30403
Turnover: £16,000
Offers Over: £48,000
Location: South West
Read more about Micro Client Bank Sale of c.60 Client across £3.5m of Funds Under Management
ET
For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30403 - Ask for Edward Thorpe
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South West
South West
£350,000
Asset Client Bank Sale of £45m FUM generating £250,000 of recurring revenue.
Ref: 30513
Turnover: £350,000
Offers Over: £1,000,000
Location: South West
Read more about Asset Client Bank Sale of £45m FUM generating £250,000 of recurring revenue.
ET
For more information call 01765 698 699 and quote reference Seller Ref: 30513 - Ask for Edward Thorpe
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Sold South West
South West
£800,000
High-net-worth Practice Housing c.£100m FUM, 200 Households With an Adviser Remaining In Situe
Ref: 30503
Turnover: £800,000
Offers Over: £3,100,000
Location: South West
Read more about High-net-worth Practice Housing c.£100m FUM, 200 Households With an Adviser Remaining In Situe
TH
For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30503 - Ask for Toby Holbrey
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Sold South West
South West
£130,000
Retirement Sale With £22m FUM and All Clients on an Ongoing Charge of 0.5%
Ref: 30486
Turnover: £130,000
Offers Over: £390,000
Location: South West
Read more about Retirement Sale With £22m FUM and All Clients on an Ongoing Charge of 0.5%
OM
For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30486 - Ask for Oliver Macer
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Sold South West
South West
£500,000
Local IFA housing £65m FUM, one man band, £450,000 recurring revenue
Ref: 14658
Turnover: £500,000
Offers Over: £1,840,000
Location: South West
Read more about Local IFA housing £65m FUM, one man band, £450,000 recurring revenue
OM
For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 14658 - Ask for Oliver Macer
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Sold South West
South West
£100,000
Taunton based solely independent IFA holding £16m FUM, generating £85,000 of recurring revenue with an average client portfolio size being over £200,000
Ref: 30465
Turnover: £100,000
Offers Over: £325,000
Location: South West
Read more about Taunton based solely independent IFA holding £16m FUM, generating £85,000 of recurring revenue with an average client portfolio size being over £200,000
ET
For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30465 - Ask for Edward Thorpe
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Sold South West
South West
£400,000
IFA Practice Managing c.£43m Funds Under Management, Majority of Clients Sitting in The Postcode and Total Revenue Approaching £400,000
Ref: 15504
Turnover: £400,000
Offers Over: £1,200,000
Location: South West
Read more about IFA Practice Managing c.£43m Funds Under Management, Majority of Clients Sitting in The Postcode and Total Revenue Approaching £400,000
TH
For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 15504 - Ask for Toby Holbrey
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On Hold South West
South West
£170,000
Exceptionally profitable directly authorised IFA holding £25m FUM, generating £150,000 of recurring revenue with zero exposure to any risky products
Ref: 30460
Turnover: £170,000
Offers Over: £550,000
Location: South West
Read more about Exceptionally profitable directly authorised IFA holding £25m FUM, generating £150,000 of recurring revenue with zero exposure to any risky products
TH
For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30460 - Ask for Toby Holbrey
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On Hold South West
South West
£320,000
1 man band housing £40m of clients assets with an average ongoing advisory charge of .7%, looking to remain within the business
Ref: 30459
Turnover: £320,000
Offers Over: £1,050,000
Location: South West
Read more about 1 man band housing £40m of clients assets with an average ongoing advisory charge of .7%, looking to remain within the business
TH
For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30459 - Ask for Toby Holbrey
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Under Offer South West
South West
£50,000
Local one man band IFA holding £10m of clients money based in Bristol
Ref: 30453
Turnover: £50,000
Offers Over: £150,000
Location: South West
Read more about Local one man band IFA holding £10m of clients money based in Bristol
TH
For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30453 - Ask for Toby Holbrey
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On Hold South West
South West
£200,000
Wiltshire Based DA IFA housing 20m FUM with an ongoing advisory charge of .6%.
Ref: 16326
Turnover: £200,000
Offers Over: £400,000
Location: South West
Read more about Wiltshire Based DA IFA housing 20m FUM with an ongoing advisory charge of .6%.
TH
For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 16326 - Ask for Toby Holbrey
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