Latest Update On IFA Businesses For Sale

by | Oct 16, 2015

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Louise Jeffreys

South East restricted IFA business for sale

£35m FUM invested in a bespoke, client-led approach, looking to crystalise the value of the business and work on.  Average portfolio size at £500k and low charging structure makes this a very attractive opportunity for a regional business looking to grow without the need to hire new advisers.

Home Counties small book of business

This IFA has around £12M FUM with 90%+ on platform, and is looking to continue working on.  New business driven, this is an opportunity to grow existing funds at a low charge rate, and retain an adviser keen on new business development.

Retiring IFA in the South looking to sell their 20-years’ established business

This IFA’s business has more than £80 million funds under management, generating a recurring annual income in excess of £700,000 with clients spread across the South of England. The principal director is supported by a team of RIs and support staff and is happy to work on for a further two years, so an opportunity for someone looking to establish a hub in the South of England.

Northern Ireland-based IFA looking to sell and potentially work on

Long-established directly authorized firm is generating a recurring annual income of around £100,000 across funds under management of approximately £25M. This business has growth opportunities both in product cross-selling and charging structures. All clients are based in Northern Ireland, so this is perfect for a locally based business looking to grow, or a National looking to increase its footprint in this region.

Off-shore book of clients looking for new adviser

Retiring IFA returned from living abroad has around 40 clients/£5M FUM dotted across Europe and Africa, all funds on off-shore platforms such as Old Mutual International and Generali.  Clients familiar with being managed from a distance.

 

If you would like to hear more about one of these businesses, or are looking to sell your business, please email Louise Jeffreys, Managing Director at Gunner & Co.

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