Yorkshire & The Humberside
An established directly authorised IFA practice in Sheffield is seeking an acquirer.
Reference: 47405
Region:
Selling , Yorkshire & The Humberside
Price: £140,000
Funds Under Management: £10,000,000
Recurring Income: £40,000
No of Active Households: 60
An established Independent Financial Adviser with over 30 years of experience is seeking the right acquirer for a well-maintained practice
Reference: 47404
Region:
Selling , Yorkshire & The Humberside
Price: c£420,000
Funds Under Management: £15,000,000
Recurring Income: £120,000
No of Active Households: 100 individuals
Yorkshire-Based IFA Practice Seeking Acquisition Partner
Reference: 47402
Region:
Selling , Yorkshire & The Humberside
Price: 3.75x to 4x RI
Funds Under Management: c£35,000,000
Recurring Income: Over £300,000
No of Active Households: 60
A South Yorkshire financial planning practice managing approximately c£20 million in funds under management with over £130,000 recurring income is available for acquisition.
Reference: 47399
Region:
Selling , Yorkshire & The Humberside
Price: £520,000
Funds Under Management: c£20,000,000
Recurring Income: c£130,000
No of Active Households: 30
Established IFA Practice Available – North Yorkshire
Reference: 47397
Region:
Selling , Yorkshire & The Humberside
Price: £1,800,000
Funds Under Management: £55,000,000
Recurring Income: £450,000
No of Active Households: 100
An established independent financial advisory practice based in South Yorkshire, is seeking an acquisition partner for succession planning.
Reference: 47400
Region:
Selling , Yorkshire & The Humberside
Price: £1,200,000
Funds Under Management: £36,000,000
Recurring Income: £300,000
No of Active Households: 60
An established independent financial advisory practice in Yorkshire is exploring strategic options.
Reference: 47394
Region:
Selling , Yorkshire & The Humberside
Price: Min £2,400,000
Funds Under Management: £65,000,000
Recurring Income: £450,000
No of Active Households: 300
IFA Business for Sale | £100M+ AUM Financial Planning Practice Acquisition
Reference: 82516
Region:
Selling , Yorkshire & The Humberside
Price:
Funds Under Management: c£100,000,000
Recurring Income: c£600,000
No of Active Households: c1000
A directly authorised IFA practice established almost 50 years ago available due to vendor ill health.
Reference: 47393
Region:
Selling , Yorkshire & The Humberside
Price: c£60,000
Funds Under Management: £4,000,000
Recurring Income: £20,000
No of Active Households: c130
Experienced Financial Advisor with 20+ years in the industry seeks strategic partnership.
Reference: 84721
Region:
Selling , Yorkshire & The Humberside
Price: c£1,400,000
Funds Under Management: £50,000,000
Recurring Income: £370,000
No of Active Households: c200
Yorkshire based DA firm with strong average holdings of c£470k for sale
Reference: 28802
Region:
Selling , Yorkshire & The Humberside
Price: £1,160,000
Funds Under Management: £55,000,000
Recurring Income: £300,000
No of Active Households: 110
Yorkshire based DA business for sale
Reference: 29126
Region:
Selling , Yorkshire & The Humberside
Price: £2,165,000
Funds Under Management: £45,000,000
Recurring Income: £433,000
No of Active Households: 136
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
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
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