IFAs for Sale - IFA Acquisitions

Clean IFA business with uplift potential

Reference: 14600
Region: Selling, South East
Price: £480,000
Funds Under Management: £23,000,000
Recurring Income: £140,000
No of Active Households: 480

IFA firm with healthy average client holdings

Reference: 15942
Region: Selling, South West
Price: £1,600,000
Funds Under Management: £82,500,000
Recurring Income: £425,000
No of Active Households: 150

IFA firm with £75m FuM to be acquired

Reference: 11649
Region: North West, Selling
Price: £2,600,000
Funds Under Management: £75,000,000
Recurring Income: £650,000
No of Active Households: 500

Urgent IFA sale required due to ill health

Reference: 20675
Region: Midlands, Selling
Price: £100,000
Funds Under Management: £7,000,000
Recurring Income: £34,000
No of Active Households: 25

IFA firm seeking sale with potential RIs as well

Reference: 17711
Region: Selling, Yorkshire & The Humberside
Price: £180,000
Funds Under Management: £20,000,000
Recurring Income: £86,000
No of Active Households: 160

Significant new business opportunity in this IFA Acquisition

Reference: 20459
Region: Selling, Yorkshire & The Humberside
Price: £1,000,000
Funds Under Management: £23,000,000
Recurring Income: £295,000
No of Active Households: 120

Small IFA firm in South West seeking acquisition

Reference: 10995
Region: Selling, South West
Price: £575,000
Funds Under Management: £30,000,000
Recurring Income: £165,000
No of Active Households: 190

IFA firm for sale in Yorkshire with excellent average client holdings

Reference: 17817
Region: Selling, Yorkshire & The Humberside
Price: £450,000
Funds Under Management: £14,000,000
Recurring Income: £140,000
No of Active Households: 19

Small IFA client bank in East Anglia to be acquired

Reference: 18929
Region: Eastern, Selling
Price: £270,000
Funds Under Management: £22,000,000
Recurring Income: £90,000
No of Active Households: 115

IFA firm with team of Financial Advisers for sale

Reference: 13941
Region: Selling, South East
Price: £650,000
Funds Under Management: £50,000,000
Recurring Income: £250,000
No of Active Households: 630

Clean IFA firm for sale with local client bank

Reference: 18995
Region: Midlands, Selling
Price: £320,000
Funds Under Management: £16,000,000
Recurring Income: £85,000
No of Active Households: 80

IFA clients for sale with desire to stay on as a Financial Adviser

Reference: 20676
Region: Selling, Yorkshire & The Humberside
Price: £700,000
Funds Under Management: £44,000,000
Recurring Income: £200,000
No of Active Households: TBA

IFA firm with average holdings of £630k for sale

Reference: 21202
Region: Selling, South East
Price: £1,340,000
Funds Under Management: £38,000,000
Recurring Income: £350,000
No of Active Households: 60

IFA firm looking to segment clients and undertake partial sale

Reference: 21654
Region: Selling, South East
Price: £360,000
Funds Under Management: £13,000,000
Recurring Income: £118,000
No of Active Households: 84

IFA firm for sale with uplift potential

Reference: 21736
Region: Midlands, Selling
Price: £350,000
Funds Under Management: £19,000,000
Recurring Income: £100,000
No of Active Households: 65

Retiring IFA in North West seeking the right acquirer

Reference: 16147
Region: North West, Selling
Price: £455,000
Funds Under Management: £20,000,000
Recurring Income: £130,000
No of Active Households: 110

Yorkshire based IFA seeking retirement within next 5 years

Reference: 21203
Region: Selling, Yorkshire & The Humberside
Price: £875,000
Funds Under Management: £50,000,000
Recurring Income: £250,000
No of Active Households: TBA

IFA firm with £200m FuM to create hub

Reference: 12697
Region: Selling, South East
Price: £4,000,000
Funds Under Management: £200,000,000
Recurring Income: £1,050,000
No of Active Households: 750

Small client bank for sale in South West

Reference: 21737
Region: Selling, South West
Price: £235,000
Funds Under Management: £9,000,000
Recurring Income: £67,000
No of Active Households: 80

South West based Retiring IFA with clean business for sale

Reference: 20895
Region: Selling, South West
Price: £350,000
Funds Under Management: £10,000,000
Recurring Income: £100,000
No of Active Households: 100

North East firm seeking sell and stay option

Reference: 16897
Region: North East, Selling
Price: £850,000
Funds Under Management: £50,000,000
Recurring Income: £240,000
No of Active Households: 180

South West based Retiring IFA seeking share sale

Reference: 16599
Region: Selling, South West
Price: £330,000
Funds Under Management: £15,000,000
Recurring Income: £95,000
No of Active Households: 55

South West based Retiring IFA with small client bank for sale

Reference: 22118
Region: Selling, South West
Price: £200,000
Funds Under Management: £9,000,000
Recurring Income: £67,000
No of Active Households: 43

Financial Advisor looking to sell their personal client bank

Reference: 21176
Region: Midlands, Selling
Price: £30,000
Funds Under Management: £2,250,000
Recurring Income: £13,000
No of Active Households: 12

South West IFA firm ideal for an acquisition

Reference: 22409
Region: Selling, South West
Price: £2,500,000
Funds Under Management: £85,000,000
Recurring Income: £625,000
No of Active Households: 220

South Wales IFA firm for sale, seeking retirement in early 2022

Reference: 22694
Region: Selling, Wales
Price: £175,000
Funds Under Management: £10,500,000
Recurring Income: £50,000
No of Active Households: 90

South Wales directly authorised IFA firm for sale

Reference: 22430
Region: Selling, Wales
Price: £192,500
Funds Under Management: £10,500,000
Recurring Income: £55,000
No of Active Households: 50

Retiring IFA based in the Midlands with HNW client bank is looking for a smaller acquirer

Reference: 23998
Region: Midlands, Selling
Price: £532,000
Funds Under Management: £29,000,000
Recurring Income: £152,000
No of Active Households: 52

Established North East IFA firm with £240k average holdings ideally looking for a share purchase

Reference: 22693
Region: North East, Selling
Price: £1,400,000
Funds Under Management: £55,000,000
Recurring Income: £400,000
No of Active Households: 500+

South East directly authorised IFA firm with £750k RI for sale

Reference: 23499
Region: Selling, South East
Price: £3,500,000 - £4,000,000
Funds Under Management: £85,000,000
Recurring Income: £750,000
No of Active Households: 1000

Midlands based IFA firm with £110m FuM and £1.3m turnover looking to sell

Reference: 22239
Region: Midlands, Selling
Price: £2,500,000
Funds Under Management: £110,000,000
Recurring Income: £820,000
No of Active Households: 350

South East based IFA looking to exit the industry

Reference: 23966
Region: Selling, South East
Price: c£290,000
Funds Under Management: £16,000,000
Recurring Income: £83,000
No of Active Households: 42

Small Independent LLP firm looking to sell

Reference: 24231
Region: Eastern, Selling
Price: c£81,000
Funds Under Management: £5,000,000
Recurring Income: £23,500
No of Active Households: 23

Retiring Registered Individual seeking a share sale

Reference: 23021
Region: Selling, South East
Price: £780,000 - £832,000
Funds Under Management: £26,000,000
Recurring Income: £208,000
No of Active Households: 82

IFA client bank for sale with average holdings of £400k

Reference: 24308
Region: Selling, South East
Price: £371,500
Funds Under Management: £18,000,000
Recurring Income: £108,000
No of Active Households: 45

London & Home Counties Client Bank Segmentation exercise offering 100 active households x £250k average holdings

Reference: 24534
Region: Selling, South East
Price: £375,000
Funds Under Management: £25,000,000
Recurring Income: £174,000
No of Active Households: 100

Financial Adviser considering exit from the industry, seeking Share Purchase.

Reference: 24750
Region: Selling, Yorkshire & The Humberside
Price: £600,000+
Funds Under Management: £35,000,000
Recurring Income: £165,000
No of Active Households: 91

Midlands based IFA looking to sell

Reference: 05535
Region: Midlands, Selling
Price: £600,000
Funds Under Management: £20,000,000
Recurring Income: £150,000
No of Active Households: 120

Small client bank in London and Home Counties with average holdings of £500k+

Reference: 23759
Region: London, Selling
Price: £200,000
Funds Under Management: £7,000,000`
Recurring Income: £52,000
No of Active Households: 31

Northern Ireland IFA firm with £75m FuM looking to sell

Reference: 24089
Region: Northern Ireland, Selling
Price: £1,225,000
Funds Under Management: £75,000,000
Recurring Income: £350,000
No of Active Households: c.300

IFA based in the South East with c40 corporate clients and c80 wealth clients

Reference: 24529
Region: Selling, South East
Price: c£1,000,000
Funds Under Management: £25,000,000
Recurring Income: £140,000
No of Active Households:

Execution-only, Investment dealing and administration business with circa 6,000 investors (c£200m AuM looking to sell

Reference: 6458
Region: Selling, South East
Price: £4,000,000
Funds Under Management: c£200,000,000
Recurring Income: £840,000
No of Active Households: 6,000 Investors

Network Authorised IFA firm looking to sell via share purchase and remain with the business in an Ambassadorial role

Reference: 24986
Region: North West, Selling
Price: £459,000
Funds Under Management: c£25,000,000
Recurring Income: c£153,000
No of Active Households: 97

Network Authorised IFA firm eager to sell and remain post-sale in an Ambassadorial role

Reference: 25124
Region: North West, Selling
Price: £574,000
Funds Under Management: c£30,000,000
Recurring Income: c£164,000
No of Active Households: 33

Network Authorised IFA business looking to retire and willing to support the acquiring adviser during hand-over process

Reference: 23879
Region: Selling, South West
Price: £637,000
Funds Under Management: £35,000,000
Recurring Income: £181,000
No of Active Households: 108

Network Authorised IFA Firm based in the North West looking to sell via asset purchase

Reference: 1727
Region: North West, Selling
Price: £2,200,000
Funds Under Management: c£60,000,000
Recurring Income: c£277,000
No of Active Households: 150

South West Network Authorised IFA firm looking to sell via a share purchase

Reference: 23862
Region: Selling, South West
Price: £584,400
Funds Under Management: c£31,000,000
Recurring Income: c£172,000
No of Active Households: 148

Directly Authorised IFA firm seeking to sell to an Independent Acquirer able to offer client’s face-to-face ongoing service

Reference: 22627
Region: Eastern, Selling
Price: £192,500
Funds Under Management: c£7,500,000
Recurring Income: c£55,000
No of Active Households: 34

North East Network Authorised IFA firm looking to sell and retire via asset purchase

Reference: 22310
Region: North East, Selling
Price: £600,000
Funds Under Management: c£23,000,000
Recurring Income: c£150,000
No of Active Households: 87

Directly Authorised Essex based IFA firm looking to sell via share purchase

Reference: 24853
Region: Selling, South East
Price: £560,000
Funds Under Management: c£25,000,000
Recurring Income: c£116,000
No of Active Households: 33

Small Herts based IFA firm with average holdings of c£750k looking to sell and exit from Financial Services

Reference: 25137
Region: Selling, South East
Price: £297,500
Funds Under Management: c£9,000,000
Recurring Income: c£75,000
No of Active Households: 13

South West IFA firm looking to sell (RI within the firm looking to remain with the business to continue advising post-sale)

Reference: 25211
Region: Selling, South West
Price: £567,000
Funds Under Management: c£20,000,000
Recurring Income: c£162,000
No of Active Households: 141

Directly Authorised IFA firm in the North West, with average holdings of c£400k looking to sell via share purchase

Reference: 25623
Region: North West, Selling
Price: £1,200,000
Funds Under Management: c£40,000,000
Recurring Income: c£290,000
No of Active Households: C100

Network authorised IFA firm based in the North East with average holdings of c£470k looking to sell

Reference: 25961
Region: North East, Selling
Price: £1,648,000
Funds Under Management: c£57,000,000
Recurring Income: c£411,000
No of Active Households: c120

Directly authorised IFA in South Yorkshire with loyal client bank looking to sell and retire

Reference: 25885
Region: Selling, Yorkshire & The Humberside
Price: £500,000
Funds Under Management: c£25,000,000
Recurring Income: c£143,000
No of Active Households: c162

Small boutique IFA sole trader based in South Wales looking to sell their client bank and retire

Reference: 25914
Region: Selling, Wales
Price: £100,000
Funds Under Management: c£5,800,000
Recurring Income: c£32,600
No of Active Households: c17

West Yorkshire IFA firm (LLP) with £25m FuM seeks an asset purchase (Under Offer)

Reference: 25855
Region: Selling, Yorkshire & The Humberside
Price: £625,000
Funds Under Management: c£25,000,000
Recurring Income: c£125,000
No of Active Households: 95

Directly authorised South East based IFA business looking to sell via share purchase and continue advising

Reference: 25657
Region: Selling, South East
Price: £1,057,500
Funds Under Management: c£46,000,000
Recurring Income: c£300,000
No of Active Households: c350

Network authorised IFA firm based in the South East with a t/o of c£465k looking to sell via share purchase and continue advising

Reference: 22664
Region: Selling, South East
Price: £960,000
Funds Under Management: c£40,000,000
Recurring Income: c£260k
No of Active Households: 200

IFA firm based in South Wales looking to sell and continue advising post-sale

Reference: 25786
Region: Selling, Wales
Price: £525,000 to £600,000
Funds Under Management: c£30,000,000
Recurring Income: c£150,000
No of Active Households: c150

Directly authorised wealth management firm seeking Asset Sale

Reference: 26385
Region: Selling, Wales
Price: c£350,000
Funds Under Management: £20,000,000
Recurring Income: £100,000
No of Active Households: 250

South East based IFA firm with c£41m FuM seeking sell and stay

Reference: 26268
Region: Selling, South East
Price: £860,000
Funds Under Management: £41,000,000
Recurring Income: £216,000
No of Active Households: 100

Sole Trader based in the Midlands with £350k RI seeking Asset Sale

Reference: 26714
Region: Midlands, Selling
Price: £1,400,000
Funds Under Management: £70,000,000
Recurring Income: £350,00
No of Active Households: c362

Financial Advisory firm with c£35m FuM ideally looking to exit the industry by May 2024

Reference: 26729
Region: Selling, South East
Price: £875,000
Funds Under Management: £35,000,000
Recurring Income: £175,000
No of Active Households: c100 individual clients

Directly authorised wealth management firm with c£55m FuM seeking sell and stay

Reference: 26550
Region: Selling, South East
Price: £1,775,000
Funds Under Management: £55,000,000
Recurring Income: £355,000
No of Active Households: 440

Clean IFA business with c£58m FuM for sale

Reference: 27176
Region: Selling, Yorkshire & The Humberside
Price: c£1,000,000
Funds Under Management: £58,000,000
Recurring Income: £275,000
No of Active Households: c300

Yorkshire based firm with c£47m FuM seeking share sale

Reference: 26805
Region: Selling, Yorkshire & The Humberside
Price: c£630,000
Funds Under Management: £47,000,000
Recurring Income: £180,000
No of Active Households: 320

Small IFA seeking asset purchase

Reference: 25465
Region: Eastern, Selling
Price: £83,000
Funds Under Management: £1,500,000
Recurring Income: £15,000
No of Active Households: c400

Long-established IFA firm with £70m FuM seeking share sale with 4x multiple

Reference: 27476
Region: Selling, Yorkshire & The Humberside
Price: £1,400,000
Funds Under Management: £70,000,000
Recurring Income: £350,000
No of Active Households: 400

1-man band with c£13m FuM looking to create a capital event

Reference: 25999
Region: Selling, South East, South West
Price: £198,000
Funds Under Management: £13,000,000
Recurring Income: £61,000
No of Active Households: 68

Chartered IFA in Northern Ireland seeking share sale

Reference: 24824
Region: Northern Ireland, Selling
Price: c£640,000
Funds Under Management: £30,000,000
Recurring Income: £160,000
No of Active Households: 200

Clean IFA business with c£20m FuM seeking Asset sale

Reference: 12006
Region: Midlands, Selling
Price: c£600,000
Funds Under Management: £20,000,000
Recurring Income: £120,000
No of Active Households: 65

Small IFA business for sale in East Midlands

Reference: 26133
Region: Midlands, Selling
Price: c£50,000
Funds Under Management: £4,000,000
Recurring Income: £19,000
No of Active Households: 70 individuals

Directly authorised Yorkshire IFA ideally looking to sell around Sept 2024

Reference: 21738
Region: Selling, Yorkshire & The Humberside
Price: £625,000
Funds Under Management: £40,000,000
Recurring Income: £175,000
No of Active Households: 210 individuals

Welsh based IFA with c£30m FuM seeking share sale

Reference: 26831
Region: Selling, Wales
Price: c£480,000
Funds Under Management: £30,000,000
Recurring Income: £130,000
No of Active Households: tbc

Sole trader looking to sell their client bank and retire

Reference: 26212
Region: Scotland, Selling
Price: c£80,000
Funds Under Management: £2,200,000
Recurring Income: £23,000
No of Active Households: 17

Global IFA looking to sell off their B & C clients

Reference: 26309
Region: Eastern, London, Midlands, North East, North West, Northern Ireland, Scotland, Selling, South East, South West, Wales, Yorkshire & The Humberside
Price: £178,000
Funds Under Management: £7,500,000
Recurring Income: £55,000
No of Active Households: c70

Sole trader with c£11m FuM seeking asset sale

Reference: 27469
Region: Selling, South East
Price: c£190,000
Funds Under Management: £11,000,000
Recurring Income: £55,000
No of Active Households: 40

DA IFA firm with average holdings of £400k seeking share sale

Reference: 25623
Region: North West, Selling
Price: £1,200,000
Funds Under Management: £40,000,000
Recurring Income: £300,000
No of Active Households: c100

Scottish based IFA with c£23k RI looking to sell their client bank and retire

Reference: 26212
Region: Scotland, Selling
Price: c£80,000,000
Funds Under Management: £2,200,000
Recurring Income: £23,000
No of Active Households: 17

IFA with HNW client bank based in Hertfordshire looking to retire

Reference: 27672
Region: Eastern, Selling
Price: c£460,000
Funds Under Management: £23,000,000
Recurring Income: £115,000
No of Active Households: 18

South East based IFA with average holdings of c£500k looking to sell

Reference: 27503
Region: Selling, South East
Price: c£440,000
Funds Under Management: £27,000,000
Recurring Income: £110,000
No of Active Households: 50

Sole trader with c£30m FuM for sale

Reference: 26736
Region: Selling, South East
Price: c£200,000
Funds Under Management: c£30,000,000
Recurring Income: £35,000
No of Active Households: 218 individuals

IFA with c£22m of FuM looking to sell by early 2025

Reference: 28241
Region: Midlands, Selling
Price: c£465,000
Funds Under Management: £22,000,000
Recurring Income: £133,000
No of Active Households: 88

DA Financial Advisory business based in Yorkshire looking to sell

Reference: 28329
Region: Selling, Yorkshire & The Humberside
Price: c£100,000
Funds Under Management: £6,800,000
Recurring Income: £33,000
No of Active Households: 55

IFA based in Scotland with £10.5m of FuM looking to sell their client bank by April 2025

Reference: 27972
Region: Scotland, Selling
Price: c£200,000
Funds Under Management: £10,500,000
Recurring Income: £60,000
No of Active Households: 25

South West based IFA seeking Asset purchase

Reference: 28003
Region: Selling, South West
Price: £400,000
Funds Under Management: £27,000,000
Recurring Income: £110,000
No of Active Households: 110

Clean directly authorised business for sale in South West

Reference: 27685
Region: Selling, South West
Price: c£180,000
Funds Under Management: £5,000,000
Recurring Income: £50,000
No of Active Households: c100

IFA business with average holdings of c£560k seeking share purchase

Reference: 28529
Region: Selling, South West
Price: c£2,250,000
Funds Under Management: £63,000,000
Recurring Income: £500,000
No of Active Households: 112

Buckinghamshire based business looking to acquire up to £1m of recurring income

Reference:
Region: Buying, South East
Price:
Funds Under Management:
Recurring Income:
No of Active Households:

North West based firm looking to acquire IFA businesses with up to £60m of FuM

Reference:
Region: Buying, North West
Price:
Funds Under Management:
Recurring Income:
No of Active Households:

DA business with c£100m of FuM seeking asset sale

Reference: 29028
Region: Scotland, Selling
Price: c£1,700,000
Funds Under Management: £100,000,000
Recurring Income: £460,000
No of Active Households: 276

West Midlands based seeking share purchase

Reference: 22862
Region: Midlands, Selling
Price: £450,000
Funds Under Management: £21,000,000
Recurring Income: £152,000
No of Active Households: 103

Employee Benefits business with c£220k of income looking to sell

Reference: 28862
Region: Selling, South East
Price: £440,000
Funds Under Management: £3,000,000
Recurring Income: £7,500
No of Active Households: 30 corporate clients

Small business managing c£5m of FuM open to long earnout

Reference: 28643
Region: Selling, South East
Price: Long earnout 50% of RI in perpetuity
Funds Under Management: £5,000,000
Recurring Income: £40,000
No of Active Households: 18

Yorkshire based DA business for sale

Reference: 29126
Region: Selling, Yorkshire & The Humberside
Price: £2,165,000
Funds Under Management: £45,000,000
Recurring Income: £433,000
No of Active Households: 136

IFA selling ‘A&B’ clients which make up £11m of FuM

Reference: 29234
Region: Selling, South East
Price: c£308,000
Funds Under Management: £11,000,000
Recurring Income: £77,000
No of Active Households: 45 individual clients

Small DA business in the South East for sale

Reference: 29474
Region: Selling, South East
Price: c£78,000
Funds Under Management: c£5,000,000
Recurring Income: £24,000
No of Active Households: 26

North West based IFA with £25m FuM for sale

Reference: 29659
Region: North West, Selling
Price: £322,000
Funds Under Management: £25,000,000
Recurring Income: £92,000
No of Active Households: 70

South West based IFA looking to sell

Reference: 29770
Region: Selling, South West
Price: 3 to 3.25x recurring income
Funds Under Management: £14,000,000
Recurring Income: £120,000
No of Active Households: 72

Client bank generating £480k of RI for sale

Reference: 14594
Region: Selling, South East
Price: £1,800,000+
Funds Under Management: £48,000,000
Recurring Income: £480,000
No of Active Households: 250 individuals

Directly authorised pension specialist business based in South Wales looking to sell their wealth clients.

Reference: 30019
Region: Selling, Wales
Price: £612,500 to £700,000
Funds Under Management: £50,000,000
Recurring Income: £175,000
No of Active Households: 200

Midland based DA firm seeking share purchase

Reference: 30050
Region: Midlands, Selling
Price: c£875,000
Funds Under Management: £25,000,000
Recurring Income: £250,000
No of Active Households: 116

Directly authorised business in the North East with c£25m FuM for sale.

Reference: 28560
Region: North East, Selling
Price: £470,000
Funds Under Management: £25,000,000
Recurring Income: £134,000
No of Active Households: 106

DA business with £32m of FuM for sale in the North West

Reference: 29924
Region: North West, Selling
Price: c£900,000
Funds Under Management: £32,000,000
Recurring Income: £240,000
No of Active Households: 200

HNW client bank for sale

Reference: 29884
Region: Midlands, Selling
Price: £800,000
Funds Under Management: £40,000,000
Recurring Income: £200,000
No of Active Households: 25

Jointly owned DA business which specialises in Corporate clients for sale.

Reference: 26505
Region: Selling, South East
Price: £440,000
Funds Under Management: £22,360,000 from Group Personal Pensions, £20,640,000 from Personal Pensions & £3,500,000 from investments
Recurring Income: £50k from corporate clients in respect of GPPs, £39k from Group Protection Business & £40k from client fee agreements
No of Active Households: 23 corporate schemes (with reach to c2500 employees) & 45 households paying an ongoing fee

Yorkshire based DA firm with strong average holdings of c£470k for sale

Reference: 28802
Region: Selling, Yorkshire & The Humberside
Price: £1,160,000
Funds Under Management: £55,000,000
Recurring Income: £300,000
No of Active Households: 110

DA firm with £160m of FuM seeking share sale

Reference: 28686
Region: Selling, South East
Price: Min £3,500,000
Funds Under Management: £160,000,000
Recurring Income: £815,000
No of Active Households: 240

DA Financial Advisory firm with £40m of FuM for sale

Reference: 27999
Region: North West, Selling
Price: £975,000
Funds Under Management: £40,000,000
Recurring Income: £260,000
No of Active Households: 170

South West based Chartered Financial Advisory firm with £55m of FuM

Reference: 30331
Region: Selling, South West
Price: Minimum £1,350,000
Funds Under Management: £55,000,000
Recurring Income: £450,000
No of Active Households: 350

Experienced Independent Financial Advisor with over 21 years in the industry seeks new opportunity.

Reference: 30185
Region: Selling, South West
Price: c£1,260,000
Funds Under Management: £50,000,000
Recurring Income: £280,000
No of Active Households: 220

Established Independent Financial Advisory Business for Sale in Lincolnshire

Reference: 30437
Region: Midlands, Selling
Price: c£1,000,000
Funds Under Management: £26,000,000
Recurring Income: £160,000
No of Active Households: c200

Experienced financial advisor with 19 years in the industry seeking to sell established Financial Advisory business.

Reference: 73819
Region: Selling, South East
Price: c£1,500,000
Funds Under Management: £43,000,000
Recurring Income: c£420,000
No of Active Households: 160

Experienced Financial Planner with over 30 years in the industry looking to sell established directly authorised IFA business.

Reference: 73294
Region: Selling, South West
Price: c£230,000
Funds Under Management: £12,000,000
Recurring Income: £70,000
No of Active Households: 50

Directly authorised Independent Financial Adviser practice in North London available for acquisition

Reference: 46602
Region: London, Selling
Price: c£1,800,000
Funds Under Management: £37,000,000
Recurring Income: £450,000
No of Active Households: 150

International advisory group with c€80m in Assets under Influence and c€70m in Assets under Management available for acquisition.

Reference: 73941
Region: Overseas, Selling, Uncategorized
Price: €3.2m
Funds Under Management: c€70m
Recurring Income: Just over €1m annually
No of Active Households: c600 clients

Experienced Financial Advisor with 20+ years in the industry seeks strategic partnership.

Reference: 84721
Region: Selling, Yorkshire & The Humberside
Price: c£1,400,000
Funds Under Management: £50,000,000
Recurring Income: £370,000
No of Active Households: c200

Experienced Independent Financial Adviser looking to sell established client bank in the northeast.

Reference: 73649
Region: North East, Selling
Price: c£246,000
Funds Under Management: £16,500,000
Recurring Income: £82,000
No of Active Households: c70

Established financial planning firm in Devon seeks acquirer.

Reference: 84523
Region: Selling, South West
Price: £840,000
Funds Under Management: £27,000,000
Recurring Income: c£200,000
No of Active Households: 50

Established IFA practice in East Sussex seeking new ownership.

Reference: 74029
Region: Selling, South East
Price: £1,800,000
Funds Under Management: £90,000,000
Recurring Income: £450,000
No of Active Households: c350

Directly authorised IFA business with 25+ years of experience in the Midlands looking for an independent acquirer.

Reference: 37624
Region: Midlands, Selling
Price: c£4,500,000
Funds Under Management: £170,000,000
Recurring Income: c£1,000,000
No of Active Households: c600

Established financial management firm in Scotland for sale.

Reference: 73985
Region: Scotland, Selling
Price: c£1,000,000
Funds Under Management: £40,000,000
Recurring Income: c£300,000
No of Active Households: 150

IFAs Seeking Retirement

or exit from Financial Services

Clean IFA business with uplift potential

IFA firm with healthy average client holdings

IFA firm with £75m FuM to be acquired

Urgent IFA sale required due to ill health

IFA firm seeking sale with potential RIs as well

Significant new business opportunity in this IFA Acquisition

Small IFA firm in South West seeking acquisition

IFA firm for sale in Yorkshire with excellent average client holdings

Small IFA client bank in East Anglia to be acquired

IFA firm with team of Financial Advisers for sale

Clean IFA firm for sale with local client bank

IFA clients for sale with desire to stay on as a Financial Adviser

IFA firm with average holdings of £630k for sale

IFA firm looking to segment clients and undertake partial sale

IFA firm for sale with uplift potential

Retiring IFA in North West seeking the right acquirer

Yorkshire based IFA seeking retirement within next 5 years

IFA firm with £200m FuM to create hub

Small client bank for sale in South West

South West based Retiring IFA with clean business for sale

North East firm seeking sell and stay option

South West based Retiring IFA seeking share sale

South West based Retiring IFA with small client bank for sale

Financial Advisor looking to sell their personal client bank

South West IFA firm ideal for an acquisition

South Wales IFA firm for sale, seeking retirement in early 2022

South Wales directly authorised IFA firm for sale

Retiring IFA based in the Midlands with HNW client bank is looking for a smaller acquirer

Established North East IFA firm with £240k average holdings ideally looking for a share purchase

South East directly authorised IFA firm with £750k RI for sale

Midlands based IFA firm with £110m FuM and £1.3m turnover looking to sell

South East based IFA looking to exit the industry

Small Independent LLP firm looking to sell

Retiring Registered Individual seeking a share sale

IFA client bank for sale with average holdings of £400k

London & Home Counties Client Bank Segmentation exercise offering 100 active households x £250k average holdings

Financial Adviser considering exit from the industry, seeking Share Purchase.

Midlands based IFA looking to sell

Small client bank in London and Home Counties with average holdings of £500k+

Northern Ireland IFA firm with £75m FuM looking to sell

IFA based in the South East with c40 corporate clients and c80 wealth clients

Execution-only, Investment dealing and administration business with circa 6,000 investors (c£200m AuM looking to sell

Network Authorised IFA firm looking to sell via share purchase and remain with the business in an Ambassadorial role

Network Authorised IFA firm eager to sell and remain post-sale in an Ambassadorial role

Network Authorised IFA business looking to retire and willing to support the acquiring adviser during hand-over process

Network Authorised IFA Firm based in the North West looking to sell via asset purchase

South West Network Authorised IFA firm looking to sell via a share purchase

Directly Authorised IFA firm seeking to sell to an Independent Acquirer able to offer client’s face-to-face ongoing service

North East Network Authorised IFA firm looking to sell and retire via asset purchase

Directly Authorised Essex based IFA firm looking to sell via share purchase

Small Herts based IFA firm with average holdings of c£750k looking to sell and exit from Financial Services

South West IFA firm looking to sell (RI within the firm looking to remain with the business to continue advising post-sale)

Directly Authorised IFA firm in the North West, with average holdings of c£400k looking to sell via share purchase

Network authorised IFA firm based in the North East with average holdings of c£470k looking to sell

Directly authorised IFA in South Yorkshire with loyal client bank looking to sell and retire

Small boutique IFA sole trader based in South Wales looking to sell their client bank and retire

West Yorkshire IFA firm (LLP) with £25m FuM seeks an asset purchase (Under Offer)

Directly authorised South East based IFA business looking to sell via share purchase and continue advising

Network authorised IFA firm based in the South East with a t/o of c£465k looking to sell via share purchase and continue advising

IFA firm based in South Wales looking to sell and continue advising post-sale

Directly authorised wealth management firm seeking Asset Sale

South East based IFA firm with c£41m FuM seeking sell and stay

Sole Trader based in the Midlands with £350k RI seeking Asset Sale

Financial Advisory firm with c£35m FuM ideally looking to exit the industry by May 2024

Directly authorised wealth management firm with c£55m FuM seeking sell and stay

Clean IFA business with c£58m FuM for sale

Yorkshire based firm with c£47m FuM seeking share sale

Small IFA seeking asset purchase

Long-established IFA firm with £70m FuM seeking share sale with 4x multiple

1-man band with c£13m FuM looking to create a capital event

Chartered IFA in Northern Ireland seeking share sale

Clean IFA business with c£20m FuM seeking Asset sale

Small IFA business for sale in East Midlands

Directly authorised Yorkshire IFA ideally looking to sell around Sept 2024

Welsh based IFA with c£30m FuM seeking share sale

Sole trader looking to sell their client bank and retire

Global IFA looking to sell off their B & C clients

Sole trader with c£11m FuM seeking asset sale