IFAs Seeking Retirement

or exit from Financial Services

Search for available Sellers in

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

IFA firm in South Wales with £140m FuM / £600k RI

Reference: 23727
Region: Selling , Wales
Price: £2,400,000
Funds Under Management: £140,000,000
Recurring Income: £600,000
No of Active Households: 540

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

North East based Financial Planning firm with average holdings of £479k seeking share purchase

Reference: 24901
Region: North East , Selling
Price: c£575,000
Funds Under Management: c£30,000,000
Recurring Income: c£160,000
No of Active Households: 64

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

Great opportunity for someone setting up their IFA business to purchase a directly authorised IFA client bank based in Greater Manchester for consideration of c£75k!

Reference: 26033
Region: North West , Selling
Price: £75,000
Funds Under Management: c£8,000,000
Recurring Income: c£25,000
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

South West DA based IFA firm with average holdings of c£300k looking to sell and retire

Reference: 11043
Region: Selling , South West
Price: £411,00
Funds Under Management: c£23,000,000
Recurring Income: c£117,000
No of Active Households: 78

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 Humberside based IFA firm looking to sell and retire

Reference: 26228
Region: Selling , Yorkshire & The Humberside
Price: £1,000,000
Funds Under Management: c£40,000,000
Recurring Income: c£250,000
No of Active Households: c120

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

South West directly authorised firm seeking share purchase

Reference: 26494
Region: Selling , South West
Price: £455,000
Funds Under Management: £15,000,000
Recurring Income: £130,000
No of Active Households: 66

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

South East based business for sale with average holdings of c£530k

Reference: 22439
Region: Selling , South East
Price: c£4,000,000
Funds Under Management: £150,000,000
Recurring Income: c£900,000
No of Active Households: c280

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

Directly authorised IFA shell business available for sale with stripped out client assets

Reference: 28682
Region: Selling , Yorkshire & The Humberside
Price: £27,000
Funds Under Management: 0
Recurring Income: 0
No of Active Households: 0

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

South east based IFA firm seeking share purchase

Reference: 29511
Region: Selling , South East
Price: c£2,250,000
Funds Under Management: £60,000,000
Recurring Income: £600,000
No of Active Households: 170

Directly authorised Financial Advisory firm with £110m FuM seeking share sale

Reference: 29594
Region: Midlands , Selling
Price: Min £1,785,000
Funds Under Management: £110,000,000
Recurring Income: £510,000
No of Active Households: 430

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

Sole trader based in Northern Ireland with c£15m of FuM for sale

Reference: 29881
Region: Northern Ireland , Selling
Price: Minimum £342,000
Funds Under Management: £15,000,000
Recurring Income: £114,000
No of Active Households: 60

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

Sole trader with £48m of FuM seeking asset sale

Reference: 25222
Region: London , Selling , Wales
Price: £900,00
Funds Under Management: £48,000,000
Recurring Income: £225,000
No of Active Households: 100

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: 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

South East based DA firm seeking asset sale with the owners kept on post sale

Reference: 30077
Region: Selling , South East
Price: £1,400,000
Funds Under Management: £60,000,000
Recurring Income: £400,000
No of Active Households: 165

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

Directly Authorised IFA firm with £590k T/O for sale

Reference: 30313
Region: Selling , Yorkshire & The Humberside
Price: £2,700,000
Funds Under Management: £65,000,000
Recurring Income: £450,000
No of Active Households: 300

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

IFA firm with c£11m of FuM seeking quick sale

Reference: 30412
Region: London , Selling
Price: c£375,000
Funds Under Management: £11,000,000
Recurring Income: £100,000
No of Active Households: 30