Current turn over circa: £1,100,000
Offers over: £3,800,000
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 of £750k, this business has built up a core group of very profitable clients.
An average client age still in their last 50s, these portfolio sizes can continue to accumulate.
For more information please call 01765 698 699 and quote the reference number 31615
Current turn over circa: £100,000
Offers over: £320,000
Established: 15 to 20 years
Gross Recurring Revenue: 70-100k
Number of staff: 1
Additional Notes: With no advisers or staff coming with this acquisition, you can bolt the clients straight into your business.
An average client age of 55 means portfolios can continue to accumulate.
For more information please call 01765 698 699 and quote the reference number 31609
Current turn over circa: £81,000
Offers over: £200,000
Established: 5 to 10 years
Gross Recurring Revenue: 70-100k
Number of staff: 0
Additional Notes: Most of the clients are happy being serviced remotely, reducing the costs of servicing significantly.
An average household value of £135k means you can bolt on c.60 households.
For more information please call 01765 698 699 and quote the reference number 31606
Current turn over circa: £3,200,000
Offers over: £10,500,000
Established: 15 to 20 years
Gross Recurring Revenue: More than 2m
Number of staff: 10 to 20
Additional Notes: With in-built succession planning and a team in place, this business can continue to run efficiently and profitably.
For more information please call 01765 698 699 and quote the reference number 31551
Current turn over circa: £800,000
Offers over: £3,200,000
Established: 5 to 10 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 3 to 5
Additional Notes: - An average on-going adviser charge of 0.5% sees vast potential for further uplift.
- Highly profitable business, representing 70% of turnover.
For more information please call 01765 698 699 and quote the reference number 31521
Current turn over circa: £130,000
Offers over: £290,000
Established: 20 to 25 years
Gross Recurring Revenue: 70-100k
Number of staff: 0
Locations: Nottinghamshire
Locations: Nottingham
Additional Notes: - Low ongoing advisor charge of 0.5% providing room for potential uplift maximising profits post-acquisition.
- The average investment per household is over £200,000 and thus the vast majority of clients are profitable to service.
- No high-risk products have been advised in the business, reducing the liability of a potential purchase.
- The principal is happy to engage in a 6 - 12 months handover to ensure all clients are novated and given a warm introduction to the new firm.
For more information please call 01765 698 699 and quote the reference number 31452
Current turn over circa: £500,000
Offers over: £1,600,000
Established: 25 to 30 years
Gross Recurring Revenue: 300-500k
Number of staff: 1 to 3
Locations: Northamptonshire
Locations: Nottingham
Additional Notes: Favourable Ongoing Advisor Charge:
Their low ongoing advisor charge of just 0.5% creates ample room for potential profit uplifts, ensuring you maximize returns after acquisition.
Lucrative Client Base:
With an average investment per household exceeding £300,000, the vast majority of their clients are not only valuable but also highly profitable to service.
Stability in Client Demographics:
The average age of our clients is 62, promising longevity within the client book and ensuring a high return on investment for years to come.
Risk-Mitigated Portfolio:
No high-risk products have been advised, significantly reducing the liability associated with any potential purchase.
Seamless Client Transition:
The principal is committed to a 12/24 handover, guaranteeing that all clients are smoothly novated and warmly introduced to the new firm.
For more information please call 01765 698 699 and quote the reference number 31376
Current turn over circa: £80,000
Offers over: £245,000
Established: 10 to 15 years
Gross Recurring Revenue: 70-100k
Number of staff: 0
Locations: Northamptonshire
Locations: Northampton
Additional Notes: - Low ongoing advisor charge of 0.5% providing room for potential uplift maximising profits post acquisition.
- The average client age is 60, 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.
- The principal is happy to engage in a 12/24 handover to ensure all clients are novated and given a warm introduction to the new firm.
For more information please call 01765 698 699 and quote the reference number 31322
Current turn over circa: £250,000
Offers over: £630,000
Established: 25 to 30 years
Gross Recurring Revenue: 150-200k
Number of staff: 0
Locations: Northamptonshire
Locations: Northampton
Additional Notes: - The average investment per household is over £250,000 and thus the vast majority of clients are profitable to service.
- The average client age is 60, 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.
- The principal is happy to engage in a 12/24 handover to ensure all clients are novated and given a warm introduction to the new firm.
For more information please call 01765 698 699 and quote the reference number 31223
Current turn over circa: £120,000
Offers over: £230,000
Established: 15 to 20 years
Gross Recurring Revenue: 70-100k
Number of staff: 0
Locations: Northamptonshire
Locations: Northampton
Additional Notes: - The average investment per household is over £230,000 and thus the vast majority of clients are profitable to service.
- The average client age is 60, 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.
- Very low ongoing advisor charge of 0.75% providing room for potential uplift maximising profits post acquisition.
- Clients are serviced remotely making them very profitable to service
- Top Platforms and Providers: Royal London, Aviva, Quilter Platform
For more information please call 01765 698 699 and quote the reference number 31301
Current turn over circa: £160,000
Offers over: £420,000
Established: 5 to 10 years
Gross Recurring Revenue: 100-150k
Number of staff: 0
Locations: Leicestershire
Locations: Leicester
Additional Notes: - Low ongoing advisor charge of 0.6% providing room for potential uplift maximising profits post acquisition.
- The average investment per household is over £350,000 and thus the vast majority of clients are profitable to service.
- The average client age is 54, 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.
- The principal is happy to engage in a 12/24 handover to ensure all clients are novated and given a warm introduction to the new firm.
- 70/30 Retail to Corporate clients
For more information please call 01765 698 699 and quote the reference number 31288
Current turn over circa: £1,400,000
Offers over: £4,400,000
Established: 20 to 25 years
Gross Recurring Revenue: 1-2m
Number of staff: 10 to 20
Locations: Derbyshire
Additional Notes: An average on-going advisor charge of 0.5% represents significant potential for further uplift.
For more information please call 01765 698 699 and quote the reference number 31244
Current turn over circa: £300,000
Offers over: £874,000
Established: 25 to 30 years
Gross Recurring Revenue: 200-300k
Number of staff: 0
Locations: Buckinghamshire
Locations: Milton Keynes
Additional Notes: - The average investment per household is over £250,000 and thus the vast majority of clients are profitable to service.
- The average client age is 60, 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.
- The principal is happy to engage in a 12/24 handover to ensure all clients are novated and given a warm introduction to the new firm.
- Top Platforms and Providers: Quilter, Canada Life and James Hay
For more information please call 01765 698 699 and quote the reference number 31223
Current turn over circa: £86,000
Offers over: £2,900,000
Established: 15 to 20 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 5 to 10
Locations: Nottinghamshire
Additional Notes: Average age of the clients is 60, meaning there is room for further portfolio accumulation.
For more information please call 01765 698 699 and quote the reference number 31209
Current turn over circa: £300,000
Offers over: £1,000,000
Established: 20 to 25 years
Gross Recurring Revenue: 200-300k
Number of staff: 1
Locations: Leicestershire
Locations: Leicester
Additional Notes: - The average investment per household is over £250,000 making the vast majority of clients are profitable to service face two face.
- No high-risk products have been advised in the business, reducing the liability of a potential purchase.
- The principal is happy to engage in a 12/24 handover to ensure all clients are novated and given a warm introduction to the new firm.
- Very low ongoing advisor charge of 0.5% providing room for potential uplift maximising profits post acquisition.
For more information please call 01765 698 699 and quote the reference number 31113
Current turn over circa: £60,000
Offers over: £53,000
Established: 10 to 15 years
Gross Recurring Revenue: <30k
Number of staff: 1
Locations: Norfolk
Locations: Norwich
Additional Notes: Average client age of 50 represents time for further accumulation.
Large mortgage side to the business, providing an opportunity for additional business.
For more information please call 01765 698 699 and quote the reference number 31046
Current turn over circa: £230,000
Offers over: £800,000
Established: 15 to 20 years
Gross Recurring Revenue: 200-300k
Number of staff: 1
Locations: Derbyshire
Locations: Derby
Additional Notes: Derbyshire Retiring IFA Generating c £200,000 from 200 Households
- The average investment per household is over £200,000 making the vast majority of clients are profitable to service face two face.
- No high-risk products have been advised in the business, reducing the liability of a potential purchase.
- The principal is happy to engage in a 12/24 handover to ensure all clients are novated and given a warm introduction to the new firm.
For more information please call 01765 698 699 and quote the reference number 31039
Current turn over circa: £300,000
Offers over: £1,200,000
Established: More than 35 years
Gross Recurring Revenue: 200-300k
Number of staff: 0
Locations: Leicestershire
Locations: Leicester
Additional Notes: - The average investment per household is over £300,000 making the vast majority of clients are profitable to service face two face.
- No high-risk products have been advised in the business, reducing the liability of a potential purchase.
- The principal is happy to engage in a 12/24 handover to ensure all clients are novated and given a warm introduction to the new firm.
- Very low ongoing advisor charge of 0.5% providing room for potential uplift maximising profits post acquisition.
For more information please call 01765 698 699 and quote the reference number 31027
Current turn over circa: £400,000
Offers over: £1,500,000
Established: 20 to 25 years
Gross Recurring Revenue: 300-500k
Number of staff: 1
Locations: Northamptonshire
Locations: Northampton
Additional Notes: - The principal is happy to engage in a 12-24 month handover to ensure all clients are novated and given a warm introduction to the new firm.
- The average investment per household is over £500,000 and thus the vast majority of clients are profitable to service.
- Vendor is ideally looking for a buyer that would retain team members to ensure minimal disruption between the current advisor relationships.
For more information please call 01765 698 699 and quote the reference number 31018
Current turn over circa: £200,000
Offers over: £555,000
Established: 20 to 25 years
Gross Recurring Revenue: 150-200k
Number of staff: 1 to 3
Locations: Leicestershire
Locations: Leicester
Additional Notes: - The two principals’ are happy to engage in a 12-24 month handover to ensure all clients are novated and given a warm introduction to the new firm.
- The average investment per household is over £200,000 and thus the vast majority of clients are profitable to service.
- No staff or offices to be taken on as part of the acquisition, maximising profits post acquisition
For more information please call 01765 698 699 and quote the reference number 30980
Retiring IFA
Unit 6
Highfield Business Park
Ripon
North Yorkshire
HG4 2RN
01765 698 699
