Retiring IFA - IFA Sellers London & South East

IFA for Sale South West

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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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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
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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: 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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