North West

DA Financial Advisory firm with £40m of FuM for sale

Reference: 27999
Region: North West , Selling
Price: £975,000
Funds Under Management: £40,000,000
Recurring Income: £260,000
No of Active Households: 170

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DA business with £32m of FuM for sale in the North West

Reference: 29924
Region: North West , Selling
Price: c£900,000
Funds Under Management: £32,000,000
Recurring Income: £240,000
No of Active Households: 200

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North West based IFA with £25m FuM for sale

Reference: 29659
Region: North West , Selling
Price: £322,000
Funds Under Management: £25,000,000
Recurring Income: £92,000
No of Active Households: 70

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North West based firm looking to acquire IFA businesses with up to £60m of FuM

Reference:
Region: Buying , North West
Price:
Funds Under Management:
Recurring Income:
No of Active Households:

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DA IFA firm with average holdings of £400k seeking share sale

Reference: 25623
Region: North West , Selling
Price: £1,200,000
Funds Under Management: £40,000,000
Recurring Income: £300,000
No of Active Households: c100

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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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Directly Authorised IFA firm in the North West, with average holdings of c£400k looking to sell via share purchase

Reference: 25623
Region: North West , Selling
Price: £1,200,000
Funds Under Management: c£40,000,000
Recurring Income: c£290,000
No of Active Households: C100

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Network Authorised IFA Firm based in the North West looking to sell via asset purchase

Reference: 1727
Region: North West , Selling
Price: £2,200,000
Funds Under Management: c£60,000,000
Recurring Income: c£277,000
No of Active Households: 150

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Network Authorised IFA firm eager to sell and remain post-sale in an Ambassadorial role

Reference: 25124
Region: North West , Selling
Price: £574,000
Funds Under Management: c£30,000,000
Recurring Income: c£164,000
No of Active Households: 33

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Network Authorised IFA firm looking to sell via share purchase and remain with the business in an Ambassadorial role

Reference: 24986
Region: North West , Selling
Price: £459,000
Funds Under Management: c£25,000,000
Recurring Income: c£153,000
No of Active Households: 97

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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

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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

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