South West

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

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

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

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

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

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

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

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

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

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