IFA Buyers London & South East

Up front budget: £900,000

Current turn over circa: £200,000

Cash offer: Up to 4x Recurring Revenue

Established since: 2004

Locations: Reading

Additional Notes:
Wealth Management Veteran Looking For a Practice as a Cornerstone to Grow and Expand Upon

- The principal has a cash war chest to partner with a business in 2020 and will pay up to 4x Recurring Revenue for the right practice
- The individual looking to manage the firm is one of the most experienced leader of IFA firms in the country. He has successfully integrated and manged the integration of over 30 wealth management practices over the last 15 years and is now looking to repeat that success with a new Practice

A premium offer will be available to the following:

. Located in the Reading, Tadley, Bassingstoke, Bracknell, Hungerford, Malborough, Swindon, Faringdon, Chippenham
. Practices from £5m-100m Funds under Management
. A share sale is strongly is strongly preferred

For more information please call 01765 698 699 and quote the reference number 178200

Up front budget: £600,000

Current turn over circa: £2,000,000

Cash offer: Up to 3.8x Recurring

Established since: 1992

Locations: Essex

Additional Notes:
Experienced, Essex Based Purchaser With an Impressive Track Record on Previous Acquisitions and Notable Specialisms in All Aspects of Financial Advice

. This buyer has had fantastic success with over 5 previous acquisitions experiencing, on average, 96% retention as a result of a smooth and gradual handover from the Retiring Principle(s) (handovers have lasted between 1-5 years).

. A large part of the success from acquisitions an be attributed to taking on board key staff members from purchased business (who were familiar with the clients) and aiding them in growing and develop internally.

. Retention of clients in the most recent acquisition was over 99% and the principles received a considerable amount over the amount outline at the start of the process (more details on request). This experienced regional acquirer has demonstrable success with countless previous acquisitions and is the ideal, trusted home for someone looking to depart with their life's work.

. The advisers have specialisms in all areas including Equity release, specialist financing, Mortgages, Pension draw Down and so on. Clients tend not to look elsewhere for any other services and thus retention of clients over the past two decades has been incredibly high.

A Premium Offer Will be Available to the Following Practices:

. Located in the and the Chelmsford, Bishop Stortford, Stevenage, Biggleswade, Cambridge and the Surrounding Areas
. Practices from £10m-50m Funds under Management
. The firm is able to accommodate Principles who wish to remain as well as existing advisers

For more information please call 01765 698 699 and quote the reference number 177654

Up front budget: £1,500,000

Current turn over circa: £1,000,000

Cash offer: Up to 3.8x Recurring

Established since: 2012

Locations: London

Additional Notes:
Mayfair Based Wealth Management Firm Looking for Principals to Join with a Handover Based Between 1- 12 years

. Capital has been Drawn Down from one of the partners of the firm with the intention to purchase one Practice in 2020
. No change to the current investment proposition: the firm has the ability to continue running the same advisory portfolios
. The Practice has a Partnership with a Large Law firm meaning clients have access to a full suite of legal advice

A Premium Offer Will be Available to the Following Practices:

. Located in the Greater London area
. Average age of client/ value of portfolio is not a concern for this business
. Practices who service clients who would be happy to travel to a Mayfair based office (not essential)

For more information please call 01765 698 699 and quote the reference number 178170

Up front budget: £600,000

Current turn over circa: £500,000

Cash offer: Up to 4.25x Recurring

Established since: 1988

Locations: Chelmsford

Additional Notes:
Chelmsford Family IFA Firm Where all Advisers Are Either Fellow or Chartered and Has Been Established Over 3 Decades

- The Principal of the Practice is extremely experienced on the acquisitions side and has successfully integrated over 10 practices into the business
- All clients are serviced face to face and new clients coming on board will see the clients of the firm personally in a handover
- The practice deals with all clients up from £75,000 to the largest of £7.5m meaning no client will get left behind and the business is geared to manage even the Ultra High-net-Worth clients

A Premium Offer Will be Available to the Following Practices:

. Located in the Chelmsford and Surrounding area
. Practices from £5m-25m Funds under Management
. Average age of client is not a concern for this business

For more information please call 01765 698 699 and quote the reference number 176955

Up front budget: £500,000

Current turn over circa: £4,000,000

Cash offer: Up to 3.75x Recurring

Established since:

Locations: London

Additional Notes:
London Based IFA Who have Taken on Board over 45 Retiring Financial Advisers Over Course of Two Decades

- The Practice represents one of the most experienced and successful IFA acquirers in the central London area
- Typical retention of clients has been between 92-98% over transactions across greater London and the entire South East
- Capital has been drawn down and secured to bring on board one IFA in 2020
- There is now a large network across London and the South East of Principals who have left their business with the firm who are still involved as introducers, attend social events with the firm and are happy to provide testimonials of how they have found the process and integration

A Premium Offer Will be Available to the Following Practices:

. Located in London and the South East
. Practices from £10m-30m Funds under Management
. Principals that wish to either sell immediately or join for a period and then sell their practice

For more information please call 01765 698 699 and quote the reference number 177697

Up front budget: £800,000

Current turn over circa: £3,000,000

Cash offer: Up to 4x Recurring Revenue

Established since: 1988

Locations: Kent

Additional Notes:
Chartered, Multi-Office Kent Based IFA Practice Offering Some of the Most Highly Qualified Advisers in the Region Combined with a Very Good Value Client Offering

Advisers are supported through a 3:1 ratio of highly qualified Paraplanners and Investment analysts, enabling a pure advisory focused model. Employing some of the most highly qualified and successful advisers in the region (all either fellows or chartered), this business is one of the best positioned to accommodate new clients and ensure near 100% retention post acquisition. The business is excellently positioned to take on up to twelve new staff members and will provide training and qualifications to any members of the team who are working towards the Diploma/chartered level.

The approach to acquisitions is a that of minimal change with your current fee structure, staff base and clients . The continuity within the acquisition strategy alongside the strong cash flow generation means any instalment payments the years post acquisition have almost zero risk attached.

As a result of the minimal disruption approach, this practice has had fantastic success with over 3 previous acquisitions experiencing, on average, 99% retention. This experienced regional acquirer has demonstrable success with countless previous acquisitions and is the ideal, trusted home for someone looking to depart with their life's work.

A Premium Offer Will be Available to the Following Practices:

. Located in the Canterbury, Maidstone, Sevenoaks, Turnbridge Wells, Crowborough, Dartford, Bromley and the Surrounding Area
. Practices from £10m-120m Funds under Management
. Practices with an ongoing fee of 0.8% and below are preferred

For more information please call 01765 698 699 and quote the reference number 177315

Up front budget: £500,000

Current turn over circa: £5,000,000

Cash offer: Up to 4.2x Recurring

Established since: 2004

Locations: London

Additional Notes:
Elite Wealth Management Firm, Managing Over £1bn of Assets With Over 40 Advisers Covering London and the entire South East

Advisers are supported through a minimum 1:1 ratio of highly qualified Paraplanners and Investment analysts, enabling a pure advisory focused model. Employing some of the most highly qualified and successful advisers in the region, this business is one of the best positioned to accommodate new clients and ensure near 100% retention post acquisition. The business can has the adviser breath to service clients face to face across the entire South East and other selected parts of the UK meaning no client will be left behind.

The practice uses a four point bespoke process plan building process (including detailed cash flow modelling) for every single clients of the company. All new clients will go through this process upon joining and will continue to benefit from this system after joining as a client.

The firm is looking to purchase the assets and goodwill from a limited company but will compensate for the difference in tax relative to share purchase leaving the principal no worse off from a tax perspective.

A premium offer will be available to Practices;
- Located anywhere in the South East
- Limited high risk products undertaken

For more information please call 01765 698 699 and quote the reference number 178068

Up front budget: £500,000

Current turn over circa: £1,000,000

Cash offer: Up to 3.8x Recurring

Established since: 2011

Locations: Bromley

Additional Notes:

Bromley Based Family Practice Backed With Capital From a Larger Entity (all secured) and Looking to take on Retiring Principle on Board in 2020

This Practice currently services the entire spectrum of clients (ranging from £50,000 to £3m in portfolios) and has the infrastructure to provide face-face service across the whole of the south east with advisers stationed across the home counties with advisers covering the key locations. Clients taken on through an acquisition would be cared for personally by a highly experienced and qualified partner of the firm in the Kent office to ensure the best possible level of advice is provided. The quality of advisory services and complete flexibility to continue the current level of client interaction and servicing proposition will ensure near 100% retention on any business brought on board.

A premium offer will be available to Practices;

Up front budget: £700,000

Current turn over circa: £1,600,000

Cash offer: 3.6x Recurring Revenue

Established since: 2006

Locations: Enfield

Additional Notes:
Unusual Opportunity to Capitalise on your IFA Practice (40-50% Upfront) While Remaining in the Business On a Very Generous Salary and Percentage of New Business

Advisers are supported through a 2:1 ratio of highly qualified para planners and support staff, enabling a pure advisory focused model. Employing 12 of the most highly qualified and successful advisers in the region, this business is one of the best positioned to accommodate new clients and ensure near 100% retention post acquisition.

A premium offer will be available to Practices that;

Up front budget: £5,000,000

Current turn over circa: £7,000,000

Cash offer: Up to 7x EBIDTA

Established since: 1987

Locations: Cambridgeshire

Additional Notes:
Elite Cambridge Based Wealth Management Firm Looking to Partner With a Local Practice with the Same Ethos and Specialism in High-net-Worth Clients

- The Practice manages in excess of £500m of Client Funds and has built the business through bringing on not only the right clients but the right people (including partners) through acquisition
- Principles joining have the opportunity to take partial remuneration through equity in the company to allow them to benefit directly in future growth of the business

A premium offer will be available to Practices;

Up front budget: £350,001

Current turn over circa: £500,000

Cash offer: Up to 3.75x Recurring

Established since: 1996

Locations: Ilford

Additional Notes:
Local, Ilford Family Practice With all Advisers Either Fellow or Chartered Looking to Take on Board a Retiring Principle in late 2020

The firm is looking to take on board a Retiring Principle in a lengthy handover (1-3 years) while keeping clients in all the current portfolios

A premium offer will be available to Practices;

Up front budget: £2,000,000

Current turn over circa: £1,000,000

Cash offer: Up to 6.5x EBIDTA

Established since: 2009

Locations: Essex

Additional Notes:
Unique Opportunity to De-risk from the Business While Continuing to Grow the Practice and Maintaining the Infrastructure, the Staff and even the Brand


- My client has the capital ready to make an equity investment into an Essex based firm with the intention run as is with the principles remaining in situe for a period of 2-5 years on a % of business written.
- The intention is to allow the principles to de-risk while continuing to grow the business and share in the uplift of the growth.

A premium offer will be available to Practices;

Up front budget: £2,000,000

Current turn over circa: £4,500,000

Cash offer: Up To 4.2x Recurring

Established since: 1983

Locations: Portsmouth

Additional Notes:
South Coast Based Family Practice, With Principles in the Last Few Acquisitions Receiving in Excess of 4x Recurring Income and a Loss of Only One Client out of Over 300

This buyer has had fantastic success with over 10 previous acquisitions experiencing, on average, 98% retention as a result of a smooth and gradual handover from the Retiring Principle(s), maintaining the office in the interim and most clients experiencing a reduction in overall fees. Retention in the most recent acquisition was over 99% and the principles received a considerable amount over the amount outline at the start of the process (more details on request). This experienced regional acquirer has demonstrable success with countless previous acquisitions and is the ideal, trusted home for someone looking to depart with their life's work.

A premium offer will be available to Practices;
- Located in the Brighton, Eastbourne, Lewes, Chichester, Felpham, Littlehampton, Winchester, Southampton, Petersfield, Midhurst and the Surrounding Area
- Firms with an Ongoing Charge of less than 0.7% (not essential)
- Average client size of over £150,000

For more information please call 01765 698 699 and quote the reference number 176232

Up front budget: £800,000

Current turn over circa: £4,000,000

Cash offer: Up to 4x Recurring Income

Established since: 1979

Locations: Redhill

Additional Notes:
Multi-Award Winning Redhill Based IFA Practice, Established over 4 Decades Ago With a Large Catalogue of Successes in Taking On-board Retiring Principles.


- Bespoke allocation of clients based on client demographic, location and age to one of the 13 advisers at the firm to secure the best fit for clients
- The highly qualified advisers have the reach and capacity to cover clients located across the entire South East
- The firm is extremely client centred with a total expense ratio between 1.1-1.3% which has lead to a some of the best success in local acquisitions.
- Demonstrable success with over 6 previous acquisitions, with the largest acquisition c.£80m Funds Under Management during which only 2 clients were lost.
- Salaried Handover of 1-2 years

A Premium Offer Will be Available to the Following Practices:

- Located in the Kent, Surrey, Redhill, Maidstone, Canterbury and the Surrounding Area
- Practices between £5m-£100m Funds Under Management
Ongoing fee 0.6-0.7% and below preferred but not essential

For more information please call 01765 698 699 and quote the reference number 178111

Up front budget: £1,000,000

Current turn over circa: £3,000,000

Cash offer: Up to 4x Recurring Revenue

Established since: 1987

Locations: Dorset

Additional Notes:
Chartered, Multi-Award Winning Financial Planning Firm Established Several Decades Ago, Supporting a 3:1 Middle office to Advisory Support Ratio and an Array of Unique Client Offerings

To maintain strong relationships with clients, this partner led firm regularly takes out clients to events ranging from air shows to boating events. Such commitment to securing the very best clients in tandem with achieving virtually a zero drop off rate in recent times will ensure very high retention rates for any future acquisition.

For more information please call 01765 698 699 and quote the reference number 178050

Up front budget: £5,000,000

Current turn over circa: £4,000,000

Cash offer: Up To 3.7x Recurring

Established since: 1987

Locations: Dorset

Additional Notes:
Demonstrable Success in Many Previous Purchases, Unique Structure for Guaranteeing Payments to Retiring Principles and a 1:1 Ratio of Highly Qualified Paraplanners and Support Staff

The firm have acquired over 7 Local Practices before and seen an average client retention rate of over 97%. Testimonials and the ability to speak to each of the principles who have left their business with this firm to give you an idea of exactly the levels of retention, client experience and overall success of the previous purchases.

Advisers are supported through a 1:1 ratio of highly qualified para planners and support staff, enabling a pure advisory focused model. Employing some of the most highly qualified and successful advisers in the region, this business is one of the best positioned to accommodate new clients and ensure near 100% retention post acquisition. Most new clients will cared for personally by a highly experienced and qualified partner of the firm.

A Premium Offer Will be Available to the Following Practices:

Up front budget: £400,000

Current turn over circa: £3,000,000

Cash offer: Up to 3.8x Recurring

Established since: 2003

Locations: Hertfordshire

Additional Notes:
Experienced and Successful Local Independent Wealth Manager with a Unique Approach to Acquisitions (See below for Details)

This buyer has had fantastic success with over 4 previous acquisitions experiencing, on average, 98% retention in conjunction with zero losses of clients from the large pool currently served. In addition, there has been very little material change to either the investment proposition or service to clients. The firm can continue running portfolios in an advisory or discretionary basis in an active, passive or bespoke fashion. The continuity within the acquisition strategy alongside the strong cash flow generation means any instalment payments the years post acquisition have almost zero risk attached.


Advisers are supported through a 1:1 ratio of highly qualified para planners and support staff, enabling a pure advisory focused model. Employing some of the most highly qualified and successful advisers in the region, this business is one of the best positioned to accommodate new clients and ensure near 100% retention post acquisition. Most new clients will cared for personally by a highly experienced and qualified partner of the firm.


A Premium Offer Will be Available to the Following Practices:

Up front budget: £400,000

Current turn over circa: £500,000

Cash offer: Over 4x Recurring (See below)

Established since: 1998

Locations: Greater London

Additional Notes:

Regional Family Practice With a Demonstrable Track Record of Success in Multiple Acquisitions and the Principle happy to Pay Over 4x Recurring Revenue for the Right Practice (See below for details)

This Practice currently services the entire spectrum of clients (ranging from £50,000 to over £2m in portfolios) and has the infrastructure to provide face-face service across the whole of the south east. Clients taken on through an acquisition would be cared for personally by a highly experienced and qualified partner of the firm.

The Practice has taken in two firms previously, on both occasions only loosing one client in each. As a result of the high retention figures, the Principles received 100% of the differed element that was originally promised. With regards to a transition period, the Practice has accommodated periods running anywhere from 1-4 years and can be very flexible based upon both your preference and circumstance. The Practice has both the Cash and bank financing secured to repeat the success of the previous acquisitions in the first or second half of 2020.

Offers over 4x Recurring Revenue Will be Available to firms featuring the following:

Up front budget: £1,000,000

Current turn over circa: £1,200,000,000

Cash offer: Up to 3.8x Recurring Income

Established since: 1976

Locations: Suffolk

Additional Notes:
Unique Suffolk Based Purchaser Offering full Continuation of Investment Proposition, Either a Full or Partial Equity buyout and Houses Seven Financial Advisers with Capacity to Service all on-boarded Clients Face to Face.

. Located in Ipswich, Bury St Edmunds, Thetford, Halesworth and Surrounding Area
. Practices from £20m-100m Funds under Management
. Practices with under 0.75% Ongoing Advisory Charge preferred (not essential)

For more information please call 01765 698 699 and quote the reference number 177462

Up front budget: £10,000,000

Current turn over circa: £20,000,000

Cash offer: Up to 8x EBITDA paid over 36 months

Established since:

Locations: Greater London

Additional Notes: AIM-listed integrated wealth management group, with a growing network of offices across the UK and internationally. Clients range from private individuals to some of the UK’s largest universities.

Having successfully bought over £500m FUM via a single acquisition of an independent, multi office financial planning firm.

The Group will have more than 5,500 active clients and c. £3 billion of Assets under Management and Advice.

With over £50million dedicated to acquisition, this firm is looking for to speak to businesses of significant size to give it strategic footholds around the UK.

Keen to have the owners motivated and keen to progress forwards with the business.

The Group’s vision is to become a leading global provider of trusted wealth planning and investment management solutions to clients, underpinned by investment in people and innovation in technology to support our advisers and clients. Critical to delivery of its vision and underlying strategy are the creation of a technology backbone, a rigorous risk management and compliance environment and the provision of attractive investment products to clients. The core proposition centres on primary offerings in wealth planning and investment management to deliver best in class financial solutions for clients.

Wealth Planning
This platform provides holistic and trusted financial advice to personal clients focusing on current and future needs, delivered on a stand-alone or integrated basis. The service is targeted at the mass affluent market, defined as clients with circa £500k to invest. Corporate employee solutions are also provided to organisations to assist management and staff make the most of their benefits.

Investment Management
This offering includes comprehensive, trusted service to institutions and direct private clients. Significant assets are managed on behalf of universities, charities and foundations. Investment advice to private clients is offered on a discrete portfolio basis, or as part of a centralized investment proposition. Investment solutions are supported by in-house strategy and research professionals providing valuable market insight and intelligence. Increasingly the platform is working with wealth planners – internally and externally – to offer a comprehensive, integrated wealth management solution. 25 investment professionals operate in a collaborative manner with operational and administrative support provided through a partnership with a leading financial services provider, who deliver a seamlessly integrated range of support services and high-quality customer liaison.

For more information please call 01765 698 699 and quote the reference number 177589