South East

Sole trader with c£30m FuM for sale

Reference: 26736
Region: Selling , South East
Price: c£200,000
Funds Under Management: c£30,000,000
Recurring Income: £35,000
No of Active Households: 218 individuals

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South East based IFA with average holdings of c£500k looking to sell

Reference: 27503
Region: Selling , South East
Price: c£440,000
Funds Under Management: £27,000,000
Recurring Income: £110,000
No of Active Households: 50

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Sole trader with c£11m FuM seeking asset sale

Reference: 27469
Region: Selling , South East
Price: c£190,000
Funds Under Management: £11,000,000
Recurring Income: £55,000
No of Active Households: 40

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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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Hampshire based IFA with c£23m FuM looking to create a capital event

Reference: 27542
Region: Selling , South East
Price: c£665,000
Funds Under Management: £23,000,000
Recurring Income: £190,000
No of Active Households: 110

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Surrey based IFA with average holdings of c£425k looking to sell and stay on advising.

Reference: 26746
Region: Selling , South East
Price: c£385,000
Funds Under Management: £17,000,000
Recurring Income: £110,000
No of Active Households: 40

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1-man band with c£13m FuM looking to create a capital event

Reference: 25999
Region: Selling , South East , South West
Price: £198,000
Funds Under Management: £13,000,000
Recurring Income: £61,000
No of Active Households: 68

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Chartered Financial Advisor looking to create a capital event

Reference: 27105
Region: Selling , South East
Price: c£600,000
Funds Under Management: £20,000,000
Recurring Income: £130,000
No of Active Households: 57

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South East based business for sale with average holdings of c£530k

Reference: 22439
Region: Selling , South East
Price: c£4,000,000
Funds Under Management: £150,000,000
Recurring Income: c£900,000
No of Active Households: c280

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Directly authorised wealth management firm with c£55m FuM seeking sell and stay

Reference: 26550
Region: Selling , South East
Price: £1,775,000
Funds Under Management: £55,000,000
Recurring Income: £355,000
No of Active Households: 440

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Financial Advisory firm with c£35m FuM ideally looking to exit the industry by May 2024

Reference: 26729
Region: Selling , South East
Price: £875,000
Funds Under Management: £35,000,000
Recurring Income: £175,000
No of Active Households: c100 individual clients

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South East based IFA firm with c£41m FuM seeking sell and stay

Reference: 26268
Region: Selling , South East
Price: £860,000
Funds Under Management: £41,000,000
Recurring Income: £216,000
No of Active Households: 100

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South East based IFA firm with c£45m FuM (average client holdings c£560k) looking to sell due to health concerns and continue advising

Reference: 26183
Region: Selling , South East
Price: £1,800,000
Funds Under Management: c£45,000,000
Recurring Income: c£450,000
No of Active Households: c80

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Network authorised IFA firm based in the South East with a t/o of c£465k looking to sell via share purchase and continue advising

Reference: 22664
Region: Selling , South East
Price: £960,000
Funds Under Management: c£40,000,000
Recurring Income: c£260k
No of Active Households: 200

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Directly authorised South East based IFA business looking to sell via share purchase and continue advising

Reference: 25657
Region: Selling , South East
Price: £1,057,500
Funds Under Management: c£46,000,000
Recurring Income: c£300,000
No of Active Households: c350

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South East based IFA firm looking to sell and willing to remain with the business post-sale for up to two years in an ambassadorial role

Reference: 24358
Region: Selling , South East
Price: £1,036,000
Funds Under Management: c£35,000,000
Recurring Income: c£238,000
No of Active Households: 60

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Small Herts based IFA firm with average holdings of c£750k looking to sell and exit from Financial Services

Reference: 25137
Region: Selling , South East
Price: £297,500
Funds Under Management: c£9,000,000
Recurring Income: c£75,000
No of Active Households: 13

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Directly Authorised Essex based IFA firm looking to sell via share purchase

Reference: 24853
Region: Selling , South East
Price: £560,000
Funds Under Management: c£25,000,000
Recurring Income: c£116,000
No of Active Households: 33

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Execution-only, Investment dealing and administration business with circa 6,000 investors (c£200m AuM looking to sell

Reference: 6458
Region: Selling , South East
Price: £4,000,000
Funds Under Management: c£200,000,000
Recurring Income: £840,000
No of Active Households: 6,000 Investors

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IFA based in the South East with c40 corporate clients and c80 wealth clients

Reference: 24529
Region: Selling , South East
Price: c£1,000,000
Funds Under Management: £25,000,000
Recurring Income: £140,000
No of Active Households:

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London & Home Counties Client Bank Segmentation exercise offering 100 active households x £250k average holdings

Reference: 24534
Region: Selling , South East
Price: £375,000
Funds Under Management: £25,000,000
Recurring Income: £174,000
No of Active Households: 100

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IFA client bank for sale with average holdings of £400k

Reference: 24308
Region: Selling , South East
Price: £371,500
Funds Under Management: £18,000,000
Recurring Income: £108,000
No of Active Households: 45

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Retiring Registered Individual seeking a share sale

Reference: 23021
Region: Selling , South East
Price: £780,000 - £832,000
Funds Under Management: £26,000,000
Recurring Income: £208,000
No of Active Households: 82

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South East based IFA looking to exit the industry

Reference: 23966
Region: Selling , South East
Price: c£290,000
Funds Under Management: £16,000,000
Recurring Income: £83,000
No of Active Households: 42

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South East directly authorised IFA firm with £750k RI for sale

Reference: 23499
Region: Selling , South East
Price: £3,500,000 - £4,000,000
Funds Under Management: £85,000,000
Recurring Income: £750,000
No of Active Households: 1000

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IFA firm with £200m FuM to create hub

Reference: 12697
Region: Selling , South East
Price: £4,000,000
Funds Under Management: £200,000,000
Recurring Income: £1,050,000
No of Active Households: 750

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IFA firm looking to segment clients and undertake partial sale

Reference: 21654
Region: Selling , South East
Price: £360,000
Funds Under Management: £13,000,000
Recurring Income: £118,000
No of Active Households: 84

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IFA firm with average holdings of £630k for sale

Reference: 21202
Region: Selling , South East
Price: £1,340,000
Funds Under Management: £38,000,000
Recurring Income: £350,000
No of Active Households: 60

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IFA firm with team of Financial Advisers for sale

Reference: 13941
Region: Selling , South East
Price: £650,000
Funds Under Management: £50,000,000
Recurring Income: £250,000
No of Active Households: 630

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Clean IFA business with uplift potential

Reference: 14600
Region: Selling , South East
Price: £480,000
Funds Under Management: £23,000,000
Recurring Income: £140,000
No of Active Households: 480

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