Retiring IFA - IFA Sellers West Midlands
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RETIRING IFA
Business Acquisition

IFA for Sale West Midlands

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West Midlands
West Midlands
£220,000
Coventry Retiring IFA Generating c £175,000 from 80 households
Ref: 384560
Turnover: £220,000
Offers Over: £665,000
Location: West Midlands
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For more information call 01765 698 699 and quote reference Seller Ref: 14637 - Ask for Edward Thorpe
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West Midlands
West Midlands
£160,000
Newport-based Retiring IFA generating c £160,000
Ref: 384304
Turnover: £160,000
Offers Over: £330,000
Location: West Midlands
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For more information call 01765 698 699 and quote reference Seller Ref: 30867 - Ask for Edward Thorpe
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West Midlands
West Midlands
£220,000
Birmingham-based one-man band asset sale housing £12m FUM
Ref: 5479
Turnover: £220,000
Offers Over: £540,000
Location: West Midlands
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For more information call 01765 698 699 and quote reference Seller Ref: 30855 - Ask for Edward Thorpe
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On Hold West Midlands
West Midlands
£140,000
North Wales IFA with £10m FUM generating £90,000 Anually in Recurring Income with no Staff to be taken on by the Purchaser
Ref: 380727
Turnover: £140,000
Offers Over: £310,000
Location: West Midlands
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For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30775 - Ask for Byron Snaith
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On Hold West Midlands
West Midlands
£2,500,000
£300m FUM Selling Party in the Based in the Midlands
Ref: 396855
Turnover: £2,500,000
Offers Over: £9,000,000
Location: West Midlands
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For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30728 - Ask for Edward Thorpe
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Sold West Midlands
West Midlands
£500,000
High net worth £60m FUM practice with average client worth £700,000
Ref: 403659
Turnover: £500,000
Offers Over: £1,690,000
Location: West Midlands
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For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30683 - Ask for Edward Thorpe
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On Hold West Midlands
West Midlands
£110,000
West Midlands one man band housing £20m of clients assets looking to sell the assets
Ref: 153999
Turnover: £110,000
Offers Over: £375,000
Location: West Midlands
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For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30665 - Ask for Edward Thorpe
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Sold West Midlands
West Midlands
£700,000
Local one man band housing £65m of Clients' assets with an average ongoing advisory charge of .77% looking to find the right home for his clients
Ref: 404127
Turnover: £700,000
Offers Over: £2,400,000
Location: West Midlands
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For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30643 - Ask for Edward Thorpe
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Sold West Midlands
West Midlands
£550,000
Discretionary Investment Manager managing £45m of clients funds with recurring income of £500,000
Ref: 377183
Turnover: £550,000
Offers Over: £1,750,000
Location: West Midlands
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For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30629 - Ask for Edward Thorpe
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On Hold West Midlands
West Midlands
£90,000
West Midlands based 1 man band housing £15m FUM with an average ongoing advisory charge of .35%
Ref: 395843
Turnover: £90,000
Offers Over: £210,000
Location: West Midlands
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For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30603 - Ask for Edward Thorpe
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On Hold West Midlands
West Midlands
£350,000
West Midlands Based IFA managing £40m of clients assets with an ongoing advisory charge of .7% holding no liability, looking to pass on their life's work to the right acquirer
Ref: 406939
Turnover: £350,000
Offers Over: £1,120,000
Location: West Midlands
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For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30574 - Ask for Edward Thorpe
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Sold West Midlands
West Midlands
£600,000
Welsh based firm housing £80m of clients assets charging .65% average ongoing looking for a local firm to integrate into
Ref: 399169
Turnover: £600,000
Offers Over: £1,875,000
Location: West Midlands
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For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30569 - Ask for Edward Thorpe
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Sold West Midlands
West Midlands
£350,000
Local one man band housing £45m of clients funds, comprised of an average client portfolio size being over £200,000 and generating over £300,000 of recurring revenue
Ref: 5827
Turnover: £350,000
Offers Over: £1,400,000
Location: West Midlands
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For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30520 - Ask for Edward Thorpe
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Sold West Midlands
West Midlands
£320,000
Highly profitable local IFA housing £40m of clients assets generating £180,000 of recurring revenue
Ref: 10135
Turnover: £320,000
Offers Over: £685,000
Location: West Midlands
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For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30512 - Ask for Edward Thorpe
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On Hold West Midlands
West Midlands
£80,000
Local one man band managing £13m FUM with an average ongoing advisory charge of .5%
Ref: 353223
Turnover: £80,000
Offers Over: £250,000
Location: West Midlands
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For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30490 - Ask for Edward Thorpe
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Sold West Midlands
West Midlands
£800,000
One man band managing £80m of clients funds, operating on an average ongoing advisory charge of .35%
Ref: 403093
Turnover: £800,000
Offers Over: £1,200,000
Location: West Midlands
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For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30487 - Ask for Edward Thorpe
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Sold West Midlands
West Midlands
£80,000
One man band housing 11m FUM with an average advisory charge of .75%
Ref: 248243
Turnover: £80,000
Offers Over: £245,000
Location: West Midlands
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For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30464 - Ask for Edward Thorpe
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On Hold West Midlands
West Midlands
£190,000
Opportunity to secure the future growth of over £33mill FUM via a guaranteed buyout and longer-term integration t reduce risk.
Ref: 115103
Turnover: £190,000
Offers Over: £600,000
Location: West Midlands
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For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30441 - Ask for Edward Thorpe
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West Midlands
West Midlands
£150,000
Worcestershire based directly authorised firm holding £25m FUM with average client portfolio size of £500,000 and advisory charge being .5%
Ref: 396623
Turnover: £150,000
Offers Over: £450,000
Location: West Midlands
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For more information call 01765 698 699 and quote reference Seller Ref: 30429 - Ask for Byron Snaith
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Sold West Midlands
West Midlands
£220,000
Sole Trader with HNW client bank circa 60 households
Ref: 395289
Turnover: £220,000
Offers Over: £595,000
Location: West Midlands
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For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30164 - Ask for Edward Thorpe
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