Retiring IFA - IFA Sellers London & South East

IFA for Sale South West

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Sold South West
South West
£115,000
Torquay-based IFA generating £15m FUM with Average Portfolios of £225k
Ref: 30830
Turnover: £115,000
Offers Over: £265,000
Location: South West
Read more about Torquay-based IFA generating £15m FUM with Average Portfolios of £225k
TH
For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30830 - Ask for Toby Holbrey
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Under Offer South West
South West
£120,000
Guildford IFA generating £94,000 Recurring Income
Ref: 30824
Turnover: £120,000
Offers Over: £330,000
Location: South West
Read more about Guildford IFA generating £94,000 Recurring Income
TH
For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30824 - Ask for Toby Holbrey
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Under Offer South West
South West
£95,000
Guildford Asset Sale £12m FUM with £60k Recurring Revenue
Ref: 30823
Turnover: £95,000
Offers Over: £200,000
Location: South West
Read more about Guildford Asset Sale £12m FUM with £60k Recurring Revenue
TH
For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30823 - Ask for Toby Holbrey
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Sold South West
South West
£1,000,000
South West Based Practice Managing £190m FUM, £1m in Turnover and c.500 Households
Ref: 30809
Turnover: £1,000,000
Offers Over: £3,400,000
Location: South West
Read more about South West Based Practice Managing £190m FUM, £1m in Turnover and c.500 Households
ET
For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30809 - Ask for Edward Thorpe
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Sold South West
South West
£800,000
Gloucestershire / South Wales Based Practice Managing £250m FUM Spread Across c.300 Households
Ref: 30803
Turnover: £800,000
Offers Over: £2,900,000
Location: South West
Read more about Gloucestershire / South Wales Based Practice Managing £250m FUM Spread Across c.300 Households
TH
For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30803 - Ask for Toby Holbrey
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On Hold South West
South West
£975,000
South West IFA £73m FUM 1% ongoing
Ref: 30784
Turnover: £975,000
Offers Over: £4,000,000
Location: South West
Read more about South West IFA £73m FUM 1% ongoing
TH
For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30784 - Ask for Toby Holbrey
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On Hold South West
South West
£240,000
Exeter based one man band managing £15m of clients assets
Ref: 30684
Turnover: £240,000
Offers Over: £480,000
Location: South West
Read more about Exeter based one man band managing £15m of clients assets
TH
For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30684 - Ask for Toby Holbrey
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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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