Midlands

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

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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

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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

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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

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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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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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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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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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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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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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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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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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