Latest Update On IFA Businesses For Sale

by | Oct 16, 2015

Share this article

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.

Share this article

Related articles

Goodbye Mr PRIIPS

Goodbye Mr PRIIPS

Today the Association of Investment Companies (AIC) warmly welcomed the publication of HM Treasury’s consultation, ‘PRIIPs and UK retail disclosure’.  Richard Stone, Chief Executive of the Association of Investment Companies (AIC), said: “The investment company...

Trending articles