Midlands

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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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

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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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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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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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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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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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