Retiring IFA - IFA for sale

IFA for Sale

Current turn over circa: £80,000

Offers over: £190,000

Established: 3 to 5 years

Gross Recurring Revenue: 50-70k

Number of staff: 0

Locations: Greater London

Additional Notes: This IFA has an average household value just below £350k, meaning you will be looking after a core group of profitable clients.

The individual is highly aligned to one major platform, simplifying the integration process.

For more information please call 01765 698 699 and quote the reference number 31752 ask for Edward Thorpe

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Current turn over circa: £2,500,000

Offers over: £8,000,000

Established: 15 to 20 years

Gross Recurring Revenue: More than 2m

Number of staff: 10 to 20

Additional Notes: This business have staff and offices in place which can continue post-sale, meaning this would be an ideal opportunity to establish a hub.

The firm has the vast majority of its assets with three major platforms, meaning the transition of these assets will be simplified.

For more information please call 01765 698 699 and quote the reference number 31748 ask for Edward Thorpe

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Current turn over circa: £1,100,000

Offers over: £4,000,000

Established: 25 to 30 years

Gross Recurring Revenue: 1-2m

Number of staff: 10 to 20

Additional Notes: With an average portfolio size per household just below £500k, you will be working with highly profitable clients.

This business has staff in place who can continue working post sale, offering the opportunity for this to be a new hub for your firm.

For more information please call 01765 698 699 and quote the reference number 31747 ask for Edward Thorpe

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Current turn over circa: £60,000

Offers over: £100,000

Established: 10 to 15 years

Gross Recurring Revenue: 50-70k

Number of staff: 0

Locations: Hertfordshire

Locations: Hatfield

Additional Notes: This firm has a 90% profit margin with no staff or office, so a acquisition would translate to almost entirely additional profits.

With only 30 households and almost all funds on one platform, a transition post sale would be very smooth.

Additionally an average on-going advisor charge of 0.7% means there is potential for further uplift.

For more information please call 01765 698 699 and quote the reference number 31746 ask for Edward Thorpe

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Current turn over circa: £100,000

Offers over: £350,000

Established: 10 to 15 years

Gross Recurring Revenue: 70-100k

Number of staff: 1

Locations: Cumbria

Locations: Carlisle

Additional Notes: The average investment per household is over £325,000 and thus the vast majority of clients are profitable to service.

- The average client age is 64, providing longevity within the client book to ensue a high return on investment.

- No high-risk products have been advised in the business, reducing the liability of a potential purchase.

- Their low average on-going adviser charge of around 0.6% is an opportunity for you to bolt on his clients and potentially see huge uplifts while significantly raising the value that you could generate from those clients.

For more information please call 01765 698 699 and quote the reference number 31743 ask for Byron Snaith

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Current turn over circa: £275,000

Offers over: £1,000,000

Established: 10 to 15 years

Gross Recurring Revenue: 200-300k

Number of staff: 1 to 3

Additional Notes: This adviser has an average on-going adviser charge of 0.5%, meaning there is the potential for future uplift.

The average household portfolio value is £500,000, so you will be looking after a core group of profitable clients.

For more information please call 01765 698 699 and quote the reference number 31742 ask for Byron Snaith

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Current turn over circa: £120,000

Offers over: £475,000

Established: 10 to 15 years

Gross Recurring Revenue: 100-150k

Number of staff: 0

Additional Notes: This business represents a small, core group of profitable clients with an average FUM above £400k, meaning a simple client bank could be integrated into your business.

With an average client age in their early 50's, there is still room for further poortfolio accumulation.

For more information please call 01765 698 699 and quote the reference number 31739 ask for Edward Thorpe

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Current turn over circa: £300,000

Offers over: £650,000

Established: 10 to 15 years

Gross Recurring Revenue: 200-300k

Number of staff: 1 to 3

Additional Notes: This principle is looking to remain advising in the business, so you can maintain the existing relationships between the clients and adviser, while no other staff need to be included.

With an on-going adviser charge of 0.5%, there is the potential for future uplift in revenues.

For more information please call 01765 698 699 and quote the reference number 31738 ask for Edward Thorpe

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Current turn over circa: £700,000

Offers over: £2,400,000

Established: 15 to 20 years

Gross Recurring Revenue: 0.5-1m

Number of staff: 3 to 5

Additional Notes: With an average portfolio size per household just below £450k, you will be servicing highly profitable clients.

For more information please call 01765 698 699 and quote the reference number 31737 ask for Edward Thorpe

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Current turn over circa: £350,000

Offers over: £1,200,000

Established: 15 to 20 years

Gross Recurring Revenue: 300-500k

Number of staff: 1 to 3

Additional Notes: There are only two staff members in the business who can help with the transition of clients.

There are only investment and pension assets with the majority on major platforms, increasing the simplicity of integration.

For more information please call 01765 698 699 and quote the reference number 31736 ask for Edward Thorpe

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