Midlands
Directly authorised IFA business with 25+ years of experience in the Midlands looking for an independent acquirer.
Reference: 37624
Region:
Midlands , Selling
Price: c£4,500,000
Funds Under Management: £170,000,000
Recurring Income: c£1,000,000
No of Active Households: c600
Established Independent Financial Advisory Business for Sale in Lincolnshire
Reference: 30437
Region:
Midlands , Selling
Price: c£1,000,000
Funds Under Management: £26,000,000
Recurring Income: £160,000
No of Active Households: c200
HNW client bank for sale
Reference: 29884
Region:
Midlands , Selling
Price: £800,000
Funds Under Management: £40,000,000
Recurring Income: £200,000
No of Active Households: 25
Midland based DA firm seeking share purchase
Reference: 30050
Region:
Midlands , Selling
Price: c£875,000
Funds Under Management: £25,000,000
Recurring Income: £250,000
No of Active Households: 116
West Midlands based seeking share purchase
Reference: 22862
Region:
Midlands , Selling
Price: £450,000
Funds Under Management: £21,000,000
Recurring Income: £152,000
No of Active Households: 103
IFA with c£22m of FuM looking to sell by early 2025
Reference: 28241
Region:
Midlands , Selling
Price: c£465,000
Funds Under Management: £22,000,000
Recurring Income: £133,000
No of Active Households: 88
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 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
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
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
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
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
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
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
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
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