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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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Well run IFA firm with excellent client bank, office location and team

Reference: 20276
Region: Midlands , Selling
Price: £1,200,000
Funds Under Management: £60,000,000
Recurring Income: £350,000
No of Active Households: 400

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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

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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

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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

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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

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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

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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

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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

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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

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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

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Midlands based IFA firm looking for a sell and stay option

Reference: 19509
Region: Midlands , Selling
Price: £3,325,000
Funds Under Management: £130,000,000
Recurring Income: £950,000
No of Active Households: 550

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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

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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

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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

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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

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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

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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

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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

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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

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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+

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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

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Midlands based IFA seeking retirement within next 1-2 years

Reference: 23410
Region: Midlands , Selling
Price: £385,000
Funds Under Management: £20,000,000
Recurring Income: £110,000
No of Active Households: 100

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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:

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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South East based IFA firm looking to sell and willing to remain with the business post-sale for up to two years in an ambassadorial role

Reference: 24358
Region: Selling , South East
Price: £1,036,000
Funds Under Management: c£35,000,000
Recurring Income: c£238,000
No of Active Households: 60

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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

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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

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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

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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

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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

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

Reference: 25914
Region: Selling , Wales
Price: £105,000
Funds Under Management: c£6,000,000
Recurring Income: c£35,000
No of Active Households: c30

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Directly authorised East London based IFA firm looking to sell and retire

Reference: 25833
Region: London , Selling
Price: £840,000
Funds Under Management: c£31,000,000
Recurring Income: c£311,000
No of Active Households: c236

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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

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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

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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

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

Reference: 25786
Region: Selling , Wales
Price: £1,200,000
Funds Under Management: c£40,000,000
Recurring Income: c£240,000
No of Active Households: c150

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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

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South East based IFA firm with c£45m FuM (average client holdings c£560k) looking to sell due to health concerns and continue advising

Reference: 26183
Region: Selling , South East
Price: £1,800,000
Funds Under Management: c£45,000,000
Recurring Income: c£450,000
No of Active Households: c80

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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

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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

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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

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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

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Midlands based IFA looking to create a capital event

Reference: 25983
Region: Midlands , Selling
Price: £520,000
Funds Under Management: £24,000,000
Recurring Income: £130,000
No of Active Households: 65

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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

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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

Read More>>

Forward Thinking DA firm with unique marketing model seeking 5x RI

Reference: 26818
Region: Northern Ireland , Selling
Price: c£2,800,000
Funds Under Management: £75,000,000
Recurring Income: £560,000
No of Active Households: 300

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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

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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

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Chartered Financial Advisor looking to create a capital event

Reference: 27105
Region: Selling , South East
Price: c£600,000
Funds Under Management: £20,000,000
Recurring Income: £130,000
No of Active Households: 57

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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

Read More>>

Directly authorised IFA firm with £45m FuM looking to create capital event

Reference: 781
Region: Scotland , Selling
Price: c£920,000
Funds Under Management: £45,000,000
Recurring Income: £245,000
No of Active Households: 145

Read More>>

IFA based in West Midlands seeking exit by Oct 2024

Reference: 27317
Region: Midlands , Selling
Price: £900,000
Funds Under Management: £35,000,000
Recurring Income: £225,000
No of Active Households: 189 individual clients

Read More>>

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

Read More>>

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

Read More>>