Yorkshire & The Humberside

DA firm with average holdings of c£245k seeking a minimum of 3x RI.

Reference: 23346
Region: Selling , Yorkshire & The Humberside
Price: c£300,000
Funds Under Management: £23,000,000
Recurring Income: c£96,000
No of Active Households: 94

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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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Directly authorised Yorkshire IFA ideally looking to sell around Sept 2024

Reference: 21738
Region: Selling , Yorkshire & The Humberside
Price: £625,000
Funds Under Management: £40,000,000
Recurring Income: £175,000
No of Active Households: 210 individuals

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Long-established IFA firm with £70m FuM seeking share sale with 4x multiple

Reference: 27476
Region: Selling , Yorkshire & The Humberside
Price: £1,400,000
Funds Under Management: £70,000,000
Recurring Income: £350,000
No of Active Households: 400

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Yorkshire based firm with c£47m FuM seeking share sale

Reference: 26805
Region: Selling , Yorkshire & The Humberside
Price: c£630,000
Funds Under Management: £47,000,000
Recurring Income: £180,000
No of Active Households: 320

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Clean IFA business with c£58m FuM for sale

Reference: 27176
Region: Selling , Yorkshire & The Humberside
Price: c£1,000,000
Funds Under Management: £58,000,000
Recurring Income: £275,000
No of Active Households: c300

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Directly authorised Humberside based IFA firm looking to sell and retire

Reference: 26228
Region: Selling , Yorkshire & The Humberside
Price: £1,000,000
Funds Under Management: c£40,000,000
Recurring Income: c£250,000
No of Active Households: c120

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West Yorkshire IFA firm (LLP) with £25m FuM seeks an asset purchase (Under Offer)

Reference: 25855
Region: Selling , Yorkshire & The Humberside
Price: £625,000
Funds Under Management: c£25,000,000
Recurring Income: c£125,000
No of Active Households: 95

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Directly authorised IFA in South Yorkshire with loyal client bank looking to sell and retire

Reference: 25885
Region: Selling , Yorkshire & The Humberside
Price: £500,000
Funds Under Management: c£25,000,000
Recurring Income: c£143,000
No of Active Households: c162

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Financial Adviser considering exit from the industry, seeking Share Purchase.

Reference: 24750
Region: Selling , Yorkshire & The Humberside
Price: £600,000+
Funds Under Management: £35,000,000
Recurring Income: £165,000
No of Active Households: 91

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Yorkshire based IFA seeking retirement within next 5 years

Reference: 21203
Region: Selling , Yorkshire & The Humberside
Price: £875,000
Funds Under Management: £50,000,000
Recurring Income: £250,000
No of Active Households: TBA

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IFA clients for sale with desire to stay on as a Financial Adviser

Reference: 20676
Region: Selling , Yorkshire & The Humberside
Price: £700,000
Funds Under Management: £44,000,000
Recurring Income: £200,000
No of Active Households: TBA

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IFA firm for sale in Yorkshire with excellent average client holdings

Reference: 17817
Region: Selling , Yorkshire & The Humberside
Price: £450,000
Funds Under Management: £14,000,000
Recurring Income: £140,000
No of Active Households: 19

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Significant new business opportunity in this IFA Acquisition

Reference: 20459
Region: Selling , Yorkshire & The Humberside
Price: £1,000,000
Funds Under Management: £23,000,000
Recurring Income: £295,000
No of Active Households: 120

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IFA firm seeking sale with potential RIs as well

Reference: 17711
Region: Selling , Yorkshire & The Humberside
Price: £180,000
Funds Under Management: £20,000,000
Recurring Income: £86,000
No of Active Households: 160

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