London
A directly authorised boutique firm based in Central London established over 40 years ago is seeking succession and retirement planning via a share purchase acquisition.
Reference: 47409
Region:
London , Selling
Price:
Funds Under Management: £5,000,000
Recurring Income: c£30,000
No of Active Households: 8 to 10 wealth clients
A well-established, directly authorised Financial Planning practice based in Greater London is seeking a share purchase acquisition.
Reference: 47408
Region:
London , Selling
Price: c3.75x RI
Funds Under Management: £80m to £90m
Recurring Income: c£650,000
No of Active Households: c250
A London-based directly authorised financial advisory business established 10 years ago is seeking an acquisition partner.
Reference: 47396
Region:
London , Selling
Price: £1,400,000
Funds Under Management: £80,000,000
Recurring Income: c£350,000
No of Active Households: c150
An experienced financial adviser with nearly 30 years in the industry is seeking a secure exit strategy.
Reference: 60305
Region:
London , Selling
Price: Minimum c£1,200,000
Funds Under Management: £60,000,000
Recurring Income: £320,000
No of Active Households: 105
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
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
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