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

IFA for Sale South West

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Page 5 of 6
On Hold South West
South West
£400,000
Oxfordshire based firm housing £70m FUM with an ongoing advisory charge of .5%
Ref: 30451
Turnover: £400,000
Offers Over: £1,500,000
Location: South West
Read more about Oxfordshire based firm housing £70m FUM with an ongoing advisory charge of .5%
TH
For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30451 - Ask for Toby Holbrey
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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: 30450
Turnover: £600,000
Offers Over: £1,650,000
Location: South West
Read more about IFA Practice Housing £80m FUM, c.200 Households and an Average Ongoing Charge of 0.6%
OM
For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30450 - Ask for Oliver Macer
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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: 30448
Turnover: £1,100,000
Offers Over: £2,850,000
Location: South West
Read more about Bespoke IFA Practice Managing £110m FUM, Succession Planning Within the Practice and An Average Client Size of Over £300,000
TH
For more information call 01765 698 699 and quote reference Seller Ref: 30448 - Ask for Toby Holbrey
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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: 30436
Turnover: £160,000
Offers Over: £540,000
Location: South West
Read more about Bath Based Practice Managing c.£30m FUM, and Ongoing Charge of c.0.5% with 75% of clients Within 1 Hours Drive
TH
For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30436 - Ask for Toby Holbrey
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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: 30431
Turnover: £275,000
Offers Over: £850,000
Location: South West
Read more about Local IFA housing 35m FUM with no excess liability, an average advisory charge of .6% and an average client portfolio size being £200,000
TH
For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30431 - Ask for Toby Holbrey
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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: 30428
Turnover: £115,000
Offers Over: £310,000
Location: South West
Read more about Worcester based and is directly authorised IFA holding 10m FUM comprised of high net worth clients
OM
For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30428 - Ask for Oliver Macer
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Sold South West
South West
£350,000
Boutique IFA Housing £40m Funds Under Management of High Net Worth Clients
Ref: 30426
Turnover: £350,000
Offers Over: £950,000
Location: South West
Read more about Boutique IFA Housing £40m Funds Under Management of High Net Worth Clients
TH
For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30426 - Ask for Toby Holbrey
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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: 30423
Turnover: £450,000
Offers Over: £1,150,000
Location: South West
Read more about Cornwall IFA Practice Turning Over c.£450,000 With No Liability to Be Taken On From The Purchaser
TH
For more information call 01765 698 699 and quote reference Seller Ref: 30423 - Ask for Toby Holbrey
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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: 29979
Turnover: £500,000
Offers Over: £1,100,000
Location: South West
Read more about South Wales Client Bank Purchase of c.£65m FUM Generating £350,000 in Recurring Income
TH
For more information call 01765 698 699 and quote reference Seller Ref: 29979 - Ask for Toby Holbrey
REQUEST INFORMATION CALL NOW
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: 30418
Turnover: £1,200,000
Offers Over: £2,500,000
Location: South West
Read more about South Somerset Based Wealth Management Practice Managing £112m FUM, an Average Ongoing Advisory Charge of 0.55% and a Strong, In-House DFM
TH
For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30418 - Ask for Toby Holbrey
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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: 30415
Turnover: £140,000
Offers Over: £410,000
Location: South West
Read more about Boutique IFA Managing £20m FUM Across 30 Households with an Average Ongoing Adviser Charge of 0.55%
TH
For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30415 - Ask for Toby Holbrey
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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: 30409
Turnover: £240,000
Offers Over: £550,000
Location: South West
Read more about 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.
TH
For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30409 - Ask for Toby Holbrey
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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: 30403
Turnover: £16,000
Offers Over: £48,000
Location: South West
Read more about South Wales Based IFA Managing £40m FUM, Several Million Pound Clients and An Ongoing Adviser Charge of 0.5%
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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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: 30391
Turnover: £200,000
Offers Over: £445,000
Location: South West
Read more about Cardiff Based Wealth Management Practice Housing £22m FUM, An Ongoing Charge of 0.6% and No Risky Products Within The Practice
ET
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: 30389
Turnover: £2,800,000
Offers Over: £8,400,000
Location: South West
Read more about IFA Managing £350m FUM Based In The South West, £2.5m in Recurring Income With Succession Planning in Place Within The Practice
ET
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: 30357
Turnover: £200,000
Offers Over: £430,000
Location: South West
Read more about South Cornwall Based Practice With £30m FUM, 0.4-0.6% Ongoing Charge and All Clients Local to The Truro and Plymouth Area
TH
For more information call 01765 698 699 and quote reference Seller Ref: 30357 - Ask for Toby Holbrey
REQUEST INFORMATION CALL NOW
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: 30051
Turnover: £500,000
Offers Over: £760,000
Location: South West
Read more about 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
TH
For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30051 - Ask for Toby Holbrey
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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: 30335
Turnover: £250,000
Offers Over: £640,000
Location: South West
Read more about Profitable Swansea Based Practice Housing £20m FUM of Young, Higher-net-Worth, Professional Clients looking to Join Forces with a Regional Firm
TH
For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30335 - Ask for Toby Holbrey
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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: 30325
Turnover: £450,000
Offers Over: £1,250,000
Location: South West
Read more about Fantastic South East Hampshire Based Practice Housing £70m FUM, an Average Ongoing Charge of 0.53% and Higher Net Worth Clients
TH
For more information call 01765 698 699 and quote reference Seller Ref: 30325 - Ask for Toby Holbrey
REQUEST INFORMATION CALL NOW
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: 30319
Turnover: £460,000
Offers Over: £1,600,000
Location: South West
Read more about 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
TH
For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30319 - Ask for Toby Holbrey
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