Wales

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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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

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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

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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

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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

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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

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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

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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

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