South West

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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Progressive IFA with c£265m of FuM looking to sell up to 75% of equity

Reference: 23266
Region: Selling , South West
Price: £5,000,000 - £6,000,000
Funds Under Management: £265,000,000
Recurring Income: £1,800,000
No of Active Households: c1,100

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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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South West directly authorised firm seeking share purchase

Reference: 26494
Region: Selling , South West
Price: £455,000
Funds Under Management: £15,000,000
Recurring Income: £130,000
No of Active Households: 66

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South West DA based IFA firm with average holdings of c£300k looking to sell and retire

Reference: 11043
Region: Selling , South West
Price: £411,00
Funds Under Management: c£23,000,000
Recurring Income: c£117,000
No of Active Households: 78

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South West IFA firm looking to sell (RI within the firm looking to remain with the business to continue advising post-sale)

Reference: 25211
Region: Selling , South West
Price: £567,000
Funds Under Management: c£20,000,000
Recurring Income: c£162,000
No of Active Households: 141

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South West Network Authorised IFA firm looking to sell via a share purchase

Reference: 23862
Region: Selling , South West
Price: £584,400
Funds Under Management: c£31,000,000
Recurring Income: c£172,000
No of Active Households: 148

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Network Authorised IFA business looking to retire and willing to support the acquiring adviser during hand-over process

Reference: 23879
Region: Selling , South West
Price: £637,000
Funds Under Management: £35,000,000
Recurring Income: £181,000
No of Active Households: 108

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South West IFA firm ideal for an acquisition

Reference: 22409
Region: Selling , South West
Price: £2,500,000
Funds Under Management: £85,000,000
Recurring Income: £625,000
No of Active Households: 220

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South West based Retiring IFA with small client bank for sale

Reference: 22118
Region: Selling , South West
Price: £200,000
Funds Under Management: £9,000,000
Recurring Income: £67,000
No of Active Households: 43

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South West based Retiring IFA seeking share sale

Reference: 16599
Region: Selling , South West
Price: £330,000
Funds Under Management: £15,000,000
Recurring Income: £95,000
No of Active Households: 55

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South West based Retiring IFA with clean business for sale

Reference: 20895
Region: Selling , South West
Price: £350,000
Funds Under Management: £10,000,000
Recurring Income: £100,000
No of Active Households: 100

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Small client bank for sale in South West

Reference: 21737
Region: Selling , South West
Price: £235,000
Funds Under Management: £9,000,000
Recurring Income: £67,000
No of Active Households: 80

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Small IFA firm in South West seeking acquisition

Reference: 10995
Region: Selling , South West
Price: £575,000
Funds Under Management: £30,000,000
Recurring Income: £165,000
No of Active Households: 190

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IFA firm with healthy average client holdings

Reference: 15942
Region: Selling , South West
Price: £1,600,000
Funds Under Management: £82,500,000
Recurring Income: £425,000
No of Active Households: 150

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