South East

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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Retiring IFA for sale with ex city professionals client bank

Reference: 12526
Region: Selling , South East
Price: £555,000
Funds Under Management: £20,000,000
Recurring Income: £185,000
No of Active Households: 100

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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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Retiring IFA seeking a firm with matching ethics

Reference: 21099
Region: Selling , South East
Price: £720,000
Funds Under Management: £32,000,000
Recurring Income: £180,000
No of Active Households: 90

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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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Lifestyle financial planning IFA firm for sale

Reference: 12459
Region: Selling , South East
Price: £1,000,000
Funds Under Management: £40,000,000
Recurring Income: £220,000
No of Active Households: 70

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IFA client bank for sale with average holdings of £500k

Reference: 21453
Region: Selling , South East
Price: £720,000
Funds Under Management: £25,000,000
Recurring Income: £160,000
No of Active Households: 50

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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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