Retiring IFA - IFA Sellers London & South East

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IFA for Sale South West

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Page 6 of 6
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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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
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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: 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
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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: 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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Sold South West
South West
£350,000
Local Wealth Management Practice Housing £53m FUM, an Ongoing Advisory Charge of c.0.5% and a Client-Office Serving Model.
Ref: 30288
Turnover: £350,000
Offers Over: £960,000
Location: South West
Read more about Local Wealth Management Practice Housing £53m FUM, an Ongoing Advisory Charge of c.0.5% and a Client-Office Serving Model.
TH
For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30288 - Ask for Toby Holbrey
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Sold South West
South West
£250,000
Bristol Centered, Portable Client Bank of £15m FUM with the Majority of Clients Being Small Business Owners and no Liability Being assumed by the Acquiring Party.
Ref: 30287
Turnover: £250,000
Offers Over: £510,000
Location: South West
Read more about Bristol Centered, Portable Client Bank of £15m FUM with the Majority of Clients Being Small Business Owners and no Liability Being assumed by the Acquiring Party.
TH
For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30287 - Ask for Toby Holbrey
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Sold South West
South West
£90,000
Devon Asset Sale £10m plus FUM at 0.5%
Ref: 30260
Turnover: £90,000
Offers Over: £195,000
Location: South West
Read more about Devon Asset Sale £10m plus FUM at 0.5%
ET
For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30260 - Ask for Edward Thorpe
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Sold South West
South West
£30,000
Oxfordshire Client Bank £4m FUM circa 30 clients
Ref: 30021
Turnover: £30,000
Offers Over: £100,000
Location: South West
Read more about Oxfordshire Client Bank £4m FUM circa 30 clients
TH
For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30021 - Ask for Toby Holbrey
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On Hold South West
South West
£160,000
Buckinghamshire IFA £20m FUM DA 2019
Ref: 30215
Turnover: £160,000
Offers Over: £395,000
Location: South West
Read more about Buckinghamshire IFA £20m FUM DA 2019
TH
For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30215 - Ask for Toby Holbrey
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On Hold South West
South West
£60,000
30 households for sale. £10 mill FUM. No liability. 0.5% average charge.
Ref: 30193
Turnover: £60,000
Offers Over: £187,500
Location: South West
Read more about 30 households for sale. £10 mill FUM. No liability. 0.5% average charge.
TH
For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30193 - Ask for Toby Holbrey
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South West
South West
£350,000
South Wales DA Business with £70m FUM
Ref: 30142
Turnover: £350,000
Offers Over: £1,000,000
Location: South West
Read more about South Wales DA Business with £70m FUM
TH
For more information call 01765 698 699 and quote reference Seller Ref: 30142 - Ask for Toby Holbrey
REQUEST INFORMATION CALL NOW
Sold South West
South West
£500,000
Directly Authorised practice for sale with £43m FUM and turnover of £500k
Ref: 30051
Turnover: £500,000
Offers Over: £760,000
Location: South West
Read more about Directly Authorised practice for sale with £43m FUM and turnover of £500k
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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