IFAs Seeking Retirement

or exit from Financial Services

Search for available Sellers in

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

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 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

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

Midlands based Retiring IFA with small client bank for sale

Reference: 21828
Region: Midlands , Selling
Price: £300,000
Funds Under Management: £18,000,000
Recurring Income: £100,000
No of Active Households: 90

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

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

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

Small Retiring IFA seeking a clean break

Reference: 4539
Region: Selling , South West
Price: £300,000
Funds Under Management: £16,000,000
Recurring Income: £85,000
No of Active Households: 100

IFA looking to sell and stay as an employed Adviser

Reference: 21847
Region: Selling , South West
Price: £600,000
Funds Under Management: £14,500,000
Recurring Income: £145,000
No of Active Households: 65

IFA firm with average client holdings of £600,000

Reference: 15092
Region: Eastern , Selling
Price: £3,000,000
Funds Under Management: £100,000,000
Recurring Income: £700,000
No of Active Households: 160

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

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

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

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

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

Retiring IFA for sale with ex city professionals client bank

Reference: 12526
Region: Selling , South East
Price: £555,000
Funds Under Management: £20,000,000
Recurring Income: £185,000
No of Active Households: 100

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

Retiring IFA open to long earnout basis

Reference: 18930
Region: London , Selling
Price: £300,000
Funds Under Management: £20,000,000
Recurring Income: £93,000
No of Active Households: 100

Growing IFA firm for sale with £100m FuM

Reference: 17165
Region: Selling , Yorkshire & The Humberside
Price: £2,400,000
Funds Under Management: £100,000,000
Recurring Income: £700,000
No of Active Households: 1,000

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

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 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

North West IFA for sale with good average client holdings

Reference: 21214
Region: North West , Selling
Price: £525,000
Funds Under Management: £20,000,000
Recurring Income: £150,000
No of Active Households: 70

IFA seeking sell and stay option in South West

Reference: 21360
Region: Selling , South West
Price: £350,000
Funds Under Management: £17,000,000
Recurring Income: £100,000
No of Active Households: 70

Well respected IFA for sale in Wales

Reference: 19112
Region: Selling , Wales
Price: £315,000
Funds Under Management: £19,000,000
Recurring Income: £90,000
No of Active Households: 250

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

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

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

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

IFA client bank for sale with average holdings of £500k

Reference: 21453
Region: Selling , South East
Price: £720,000
Funds Under Management: £25,000,000
Recurring Income: £160,000
No of Active Households: 50

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 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 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

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

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

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 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

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

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