IFA for Sale East Midlands

Current turn over circa: £1,100,000

Offers over: £3,000,000

Established: 15 to 20 years

Gross Recurring Revenue: 0.5-1m

Number of staff: 5 to 10

Additional Notes: With advisers and back-office staff in place, this business can be purchased and will keep running efficiently.

With an average on-going adviser charge of 0.55%, and average client age below 60, there is room for furthr uplift and growth in the business.

For more information please call 01765 698 699 and quote the reference number 31651

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