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
£400,000
Oxfordshire based firm housing £70m FUM with an ongoing advisory charge of .5%
Ref: 330021
Turnover: £400,000
Offers Over: £1,500,000
Location: South West
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ET
For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30451 - Ask for Edward Thorpe
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On Hold South West
South West
£600,000
IFA Practice Housing £80m FUM, c.200 Households and an Average Ongoing Charge of 0.6%
Ref: 10073
Turnover: £600,000
Offers Over: £1,650,000
Location: South West
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For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30450 - Ask for Edward Thorpe
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South West
South West
£1,100,000
Bespoke IFA Practice Managing £110m FUM, Succession Planning Within the Practice and An Average Client Size of Over £300,000
Ref: 354709
Turnover: £1,100,000
Offers Over: £2,850,000
Location: South West
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For more information call 01765 698 699 and quote reference Seller Ref: 30448 - Ask for Edward Thorpe
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Sold South West
South West
£160,000
Bath Based Practice Managing c.£30m FUM, and Ongoing Charge of c.0.5% with 75% of clients Within 1 Hours Drive
Ref: 402491
Turnover: £160,000
Offers Over: £540,000
Location: South West
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For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30436 - Ask for Edward Thorpe
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Sold South West
South West
£275,000
Local IFA housing 35m FUM with no excess liability, an average advisory charge of .6% and an average client portfolio size being £200,000
Ref: 354885
Turnover: £275,000
Offers Over: £850,000
Location: South West
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For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30431 - Ask for Edward Thorpe
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Sold South West
South West
£115,000
Worcester based and is directly authorised IFA holding 10m FUM comprised of high net worth clients
Ref: 57349
Turnover: £115,000
Offers Over: £310,000
Location: South West
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BS
For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30428 - Ask for Byron Snaith
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Sold South West
South West
£350,000
Boutique IFA Housing £40m Funds Under Management of High Net Worth Clients
Ref: 401571
Turnover: £350,000
Offers Over: £950,000
Location: South West
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For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30426 - Ask for Edward Thorpe
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South West
South West
£450,000
Cornwall IFA Practice Turning Over c.£450,000 With No Liability to Be Taken On From The Purchaser
Ref: 26887
Turnover: £450,000
Offers Over: £1,150,000
Location: South West
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For more information call 01765 698 699 and quote reference Seller Ref: 30423 - Ask for Edward Thorpe
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South West
South West
£500,000
South Wales Client Bank Purchase of c.£65m FUM Generating £350,000 in Recurring Income
Ref: 154509
Turnover: £500,000
Offers Over: £1,100,000
Location: South West
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For more information call 01765 698 699 and quote reference Seller Ref: 29979 - Ask for Edward Thorpe
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Under Offer South West
South West
£1,200,000
South Somerset Based Wealth Management Practice Managing £112m FUM, an Average Ongoing Advisory Charge of 0.55% and a Strong, In-House DFM
Ref: 39211
Turnover: £1,200,000
Offers Over: £2,500,000
Location: South West
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For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30418 - Ask for Edward Thorpe
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Sold South West
South West
£140,000
Boutique IFA Managing £20m FUM Across 30 Households with an Average Ongoing Adviser Charge of 0.55%
Ref: 402081
Turnover: £140,000
Offers Over: £410,000
Location: South West
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For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30415 - Ask for Edward Thorpe
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On Hold South West
South West
£240,000
Cornwall based practice generating £240k turnover, housing £25m FUM and maintaining £140,000 in net profit with the principal offering to stay on for a couple of years.
Ref: 401777
Turnover: £240,000
Offers Over: £550,000
Location: South West
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For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30409 - Ask for Edward Thorpe
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Sold South West
South West
£16,000
South Wales Based IFA Managing £40m FUM, Several Million Pound Clients and An Ongoing Adviser Charge of 0.5%
Ref: 363073
Turnover: £16,000
Offers Over: £48,000
Location: South West
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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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On Hold South West
South West
£200,000
Cardiff Based Wealth Management Practice Housing £22m FUM, An Ongoing Charge of 0.6% and No Risky Products Within The Practice
Ref: 395379
Turnover: £200,000
Offers Over: £445,000
Location: South West
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For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30391 - Ask for Edward Thorpe
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On Hold South West
South West
£2,800,000
IFA Managing £350m FUM Based In The South West, £2.5m in Recurring Income With Succession Planning in Place Within The Practice
Ref: 200977
Turnover: £2,800,000
Offers Over: £8,400,000
Location: South West
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For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30389 - Ask for Edward Thorpe
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South West
South West
£200,000
South Cornwall Based Practice With £30m FUM, 0.4-0.6% Ongoing Charge and All Clients Local to The Truro and Plymouth Area
Ref: 26981
Turnover: £200,000
Offers Over: £430,000
Location: South West
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ET
For more information call 01765 698 699 and quote reference Seller Ref: 30357 - Ask for Edward Thorpe
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Sold South West
South West
£500,000
Retirement Sale: Very Profitable IFA Practice Generating c.£300,000 in profit with a Turnover of £500,000 and a Deal That Would be Structured as a Sale of The Assets and Goodwill
Ref: 30183
Turnover: £500,000
Offers Over: £760,000
Location: South West
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ET
For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30051 - Ask for Edward Thorpe
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On Hold South West
South West
£250,000
Profitable Swansea Based Practice Housing £20m FUM of Young, Higher-net-Worth, Professional Clients looking to Join Forces with a Regional Firm
Ref: 348871
Turnover: £250,000
Offers Over: £640,000
Location: South West
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For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30335 - Ask for Edward Thorpe
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South West
South West
£450,000
Fantastic South East Hampshire Based Practice Housing £70m FUM, an Average Ongoing Charge of 0.53% and Higher Net Worth Clients
Ref: 398607
Turnover: £450,000
Offers Over: £1,250,000
Location: South West
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For more information call 01765 698 699 and quote reference Seller Ref: 30325 - Ask for Edward Thorpe
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Sold South West
South West
£460,000
Profitable Wealth Management Firm in North Oxfordshire with c.£90m FUM, and Ongoing Charge of 0.5% Ongoing with Zero Risky Products Offered Since Establishment
Ref: 372685
Turnover: £460,000
Offers Over: £1,600,000
Location: South West
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ET
For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30319 - Ask for Edward Thorpe
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