Yorkshire & The Humberside
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 IFA shell business available for sale with stripped out client assets.
Reference: 28682
Region:
Selling , Yorkshire & The Humberside
Price: £40,000
Funds Under Management: 0
Recurring Income: 0
No of Active Households: 0
DA Financial Advisory business based in Yorkshire looking to sell
Reference: 28329
Region:
Selling , Yorkshire & The Humberside
Price: c£100,000
Funds Under Management: £6,800,000
Recurring Income: £33,000
No of Active Households: 55
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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