South West

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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Small Retiring IFA seeking a clean break

Reference: 4539
Region: Selling , South West
Price: £300,000
Funds Under Management: £16,000,000
Recurring Income: £85,000
No of Active Households: 100

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IFA looking to sell and stay as an employed Adviser

Reference: 21847
Region: Selling , South West
Price: £600,000
Funds Under Management: £14,500,000
Recurring Income: £145,000
No of Active Households: 65

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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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IFA seeking sell and stay option in South West

Reference: 21360
Region: Selling , South West
Price: £350,000
Funds Under Management: £17,000,000
Recurring Income: £100,000
No of Active Households: 70

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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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