Retiring IFA - IFA Sellers West Midlands

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IFA for Sale West Midlands

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On Hold West Midlands
West Midlands
£2,500,000
£300m FUM Selling Party in the Based in the Midlands
Ref: 30728
Turnover: £2,500,000
Offers Over: £9,000,000
Location: West Midlands
Read more about £300m FUM Selling Party in the Based in the Midlands
OM
For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30728 - Ask for Oliver Macer
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Sold West Midlands
West Midlands
£500,000
High net worth £60m FUM practice with average client worth £700,000
Ref: 30683
Turnover: £500,000
Offers Over: £1,690,000
Location: West Midlands
Read more about High net worth £60m FUM practice with average client worth £700,000
TH
For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30683 - Ask for Toby Holbrey
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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: 30665
Turnover: £110,000
Offers Over: £375,000
Location: West Midlands
Read more about West Midlands one man band housing £20m of clients assets looking to sell the assets
OM
For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30665 - Ask for Oliver Macer
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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: 30643
Turnover: £700,000
Offers Over: £2,400,000
Location: West Midlands
Read more about 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
OM
For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30643 - Ask for Oliver Macer
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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: 30629
Turnover: £550,000
Offers Over: £1,750,000
Location: West Midlands
Read more about Discretionary Investment Manager managing £45m of clients funds with recurring income of £500,000
TH
For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30629 - Ask for Toby Holbrey
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On Hold West Midlands
West Midlands
£100,000
West Midlands based 1 man band housing £15m FUM with an average ongoing advisory charge of .35%
Ref: 30603
Turnover: £100,000
Offers Over: £250,000
Location: West Midlands
Read more about West Midlands based 1 man band housing £15m FUM with an average ongoing advisory charge of .35%
OM
For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30603 - Ask for Oliver Macer
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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: 30574
Turnover: £350,000
Offers Over: £1,120,000
Location: West Midlands
Read more about 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
OM
For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30574 - Ask for Oliver Macer
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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: 30569
Turnover: £600,000
Offers Over: £1,875,000
Location: West Midlands
Read more about Welsh based firm housing £80m of clients assets charging .65% average ongoing looking for a local firm to integrate into
TH
For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30569 - Ask for Toby Holbrey
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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: 30520
Turnover: £350,000
Offers Over: £1,400,000
Location: West Midlands
Read more about 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
OM
For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30520 - Ask for Oliver Macer
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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: 30512
Turnover: £320,000
Offers Over: £685,000
Location: West Midlands
Read more about Highly profitable local IFA housing £40m of clients assets generating £180,000 of recurring revenue
OM
For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30512 - Ask for Oliver Macer
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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: 30490
Turnover: £80,000
Offers Over: £250,000
Location: West Midlands
Read more about Local one man band managing £13m FUM with an average ongoing advisory charge of .5%
OM
For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30490 - Ask for Oliver Macer
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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: 30487
Turnover: £800,000
Offers Over: £1,200,000
Location: West Midlands
Read more about One man band managing £80m of clients funds, operating on an average ongoing advisory charge of .35%
OM
For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30487 - Ask for Oliver Macer
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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: 30464
Turnover: £80,000
Offers Over: £245,000
Location: West Midlands
Read more about One man band housing 11m FUM with an average advisory charge of .75%
OM
For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30464 - Ask for Oliver Macer
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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: 30441
Turnover: £190,000
Offers Over: £600,000
Location: West Midlands
Read more about Opportunity to secure the future growth of over £33mill FUM via a guaranteed buyout and longer-term integration t reduce risk.
OM
For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30441 - Ask for Oliver Macer
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Sold 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: 30429
Turnover: £150,000
Offers Over: £450,000
Location: West Midlands
Read more about Worcestershire based directly authorised firm holding £25m FUM with average client portfolio size of £500,000 and advisory charge being .5%
OM
For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30429 - Ask for Oliver Macer
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Sold West Midlands
West Midlands
£220,000
Sole Trader with HNW client bank circa 60 households
Ref: 30164
Turnover: £220,000
Offers Over: £595,000
Location: West Midlands
Read more about Sole Trader with HNW client bank circa 60 households
OM
For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30164 - Ask for Oliver Macer
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Sold West Midlands
West Midlands
£250,000
Retirement and handover of £50 mill FUM
Ref: 30163
Turnover: £250,000
Offers Over: £625,000
Location: West Midlands
Read more about Retirement and handover of £50 mill FUM
OM
For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30163 - Ask for Oliver Macer
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Sold West Midlands
West Midlands
£32,000
High networth client bank with low average charge.
Ref: 30063
Turnover: £32,000
Offers Over: £128,000
Location: West Midlands
Read more about High networth client bank with low average charge.
OM
For more information call 01765 698 699 and quote reference Show me more sellers like this Ref: 30063 - Ask for Oliver Macer
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West Midlands
West Midlands
£550,000
Midlands Based Directly Authorised Mortgage and Protection Business with 20 year history for sale with year on year growth and £550k plus turnover.
Ref: 30048
Turnover: £550,000
Offers Over: £600,000
Location: West Midlands
Read more about Midlands Based Directly Authorised Mortgage and Protection Business with 20 year history for sale with year on year growth and £550k plus turnover.
OM
For more information call 01765 698 699 and quote reference Seller Ref: 30048 - Ask for Oliver Macer
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