LIST OF SELLERS WITH IFA CLIENT SALE:
Seller Details
| Reference | Seller A792 |
| Based | Bedfordshire area |
| Price | £140,000 |
| Turnover | £60,000 |
| Funds Under Management | £6 million |
| Reviewed Clients | 70 |
| Other Clients | 0 |
£5.5 million under management. Totally fee based for financial planning advice – Chartered business. Do 15% of business Long Term Care. Several introducers.
Seller Details
| Reference | Seller A919 |
| Based | South Yorkshire |
| Price | £2 million |
| Turnover | £800,000 |
| Funds Under Management | £250million |
| Reviewed Clients | 300 |
| Other Clients | 0 |
This Directly Authorised HNW business specialising in SIPP SASS and Final Salary Schemes with 300 clients mostly business owners who all need more work on their portfolio. The owners are looking at either merging with like minded company or a direct exit.
Seller Details
| Reference | Seller A1005 |
| Based | Malaysia |
| Price | £1.1 Million |
| Turnover | £500K |
| Funds Under Management | £55 Million |
| Reviewed Clients | 338 |
| Other Clients | 0 |
This Practice of Holistic Financial Planners is Fully Authorised, and All Permissions Granted by LABUAN F.S.A. Established over 15 years, based in Malaysia and Vietnam, complete with Fully Qualified Staff in Both Locations. 338 Active Clients, with Average Investments of between £50K – £2 Million. These are mostly Ex Pats, aged between 3- & 60, often related to the Gas & Oil Industry but with a Broad Range of clientele on their books too.
Seller Details
| Reference | Seller A1011 |
| Based | National |
| Price | £70K |
| Turnover | £ |
| Funds Under Management | £ |
| Reviewed Clients | 600 |
| Other Clients | 0 |
Something Very Different! Excellent opportunity to acquire a Low Maintenance easy to run Auto Enrollment Business. The Business takes care of around 70 Corporate Clients, from Small Consultancies to Professional Pharmaceutical, Legal and International Exporters. The Business looks after the needs of around 600 Individual Employees, including the Owners, Directors and Senior Managers and all Other Employees at all levels of earnings. Income is extremely stable and sticky with scope to increase, and no extra selling is necessary for this to continue. No liability for the New Owner as no advice has been given. There has been no cross selling of Financial Products, ans each of the Employees will have heard of the Branding of the Company, so the name will be warm to them – opportunity exists to cross promote products/services to Owners and Employees alike. Introducer’s also continue to Introduce new Business with most coming on as auto-enrolment gets to smaller companies. This is a great opportunity to acquire a complementary addition to an IFA or Accountancy practice, especially under new Client Approach Rules that are coming in to play.