Wales
Directly authorised IFA shell business for sale
Reference: 27445
Region:
Eastern , London , Midlands , North East , North West , Northern Ireland , Scotland , Selling , South East , South West , Wales , Yorkshire & The Humberside
Price: £40,000
Funds Under Management:
Recurring Income:
No of Active Households:
Directly authorised firm based in South Wales with c£11m FuM looking to sell
Reference: 28563
Region:
Selling , Wales
Price: £262,500
Funds Under Management: c£11,000,000
Recurring Income: £75,000
No of Active Households: 37
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
Welsh based IFA with c£30m FuM seeking share sale
Reference: 26831
Region:
Selling , Wales
Price: c£480,000
Funds Under Management: £30,000,000
Recurring Income: £130,000
No of Active Households: tbc
Directly authorised wealth management firm seeking Asset Sale
Reference: 26385
Region:
Selling , Wales
Price: c£350,000
Funds Under Management: £20,000,000
Recurring Income: £100,000
No of Active Households: 250
IFA firm based in South Wales looking to sell and continue advising post-sale
Reference: 25786
Region:
Selling , Wales
Price: £1,200,000
Funds Under Management: c£40,000,000
Recurring Income: c£240,000
No of Active Households: c150
Small boutique IFA sole trader based in South Wales looking to sell their client bank and retire
Reference: 25914
Region:
Selling , Wales
Price: £105,000
Funds Under Management: c£6,000,000
Recurring Income: c£35,000
No of Active Households: c30
IFA firm in South Wales with £140m FuM / £600k RI
Reference: 23727
Region:
Selling , Wales
Price: £2,400,000
Funds Under Management: £140,000,000
Recurring Income: £600,000
No of Active Households: 540
South Wales directly authorised IFA firm for sale
Reference: 22430
Region:
Selling , Wales
Price: £192,500
Funds Under Management: £10,500,000
Recurring Income: £55,000
No of Active Households: 50
South Wales IFA firm for sale, seeking retirement in early 2022
Reference: 22694
Region:
Selling , Wales
Price: £175,000
Funds Under Management: £10,500,000
Recurring Income: £50,000
No of Active Households: 90