Current turn over circa: £ 45,000
Offers over: £ 170,000
Established: 10-1 years
Gross Recurring Revenue: 30-50k
Number of staff: 0-1
Locations: Peterborough
Additional Notes:
High-Net-Worth Client Bank for sale in Peterborough with an average Portfolio Size of £550,000 and an Average Ongoing Fee of c.0.8%
The acquisition of the business would be structured as an asset and goodwill sale, with no liability assumed by the acquiring party and no FCA change in control acquired.
For more information please call 01765 698 699 and quote the reference number 30144
Current turn over circa: £ 40,000
Offers over: £ 90,000
Established: 15-2 years
Gross Recurring Revenue: <30k
Number of staff: 0-1
Locations: Canterbury
Additional Notes:
Asset and Goodwill Sale in Canterbury of c.50 High Quality Clients with all fees at 0.5% ongoing or less.
The Practice services c.50 clients with 90% of clients situated in the local county. This model is highly portable and any acquirer will be able to service the clients efficiently, eliminating the need for traveling thus saving both time and money.
The acquisition of the business would be structured as an asset and goodwill sale, with no liability assumed by the acquiring party and no FCA change in control required.
For more information please call 01765 698 699 and quote the reference number 30139
Current turn over circa: £ 350,000
Offers over: £ 250,000
Established: 10-1 years
Gross Recurring Revenue: 50-70k
Number of staff: 3-5
Locations: Romford
Additional Notes:
Profitable Romford Based IFA and Mortgage, Directly Authorised limited Company housing £20m FUM and c.£350k of Turnover.
This diverse business has several different forms of income. The financial services side has clients that have average investment portfolios of 150k. The majority of the income is made up of mortgage business, but they also deal with wills and probate work and general insurance.
The Practice has huge potential for endogenous growth through new business generation with existing clients and has the potential to double in size over the next 3-5 years as funds of clients grow naturally into retirement age. In conjunction with potential in the volume of clients, the ongoing adviser charges are a mix between 0-0.5%, representing huge potential for fee uplift and value accretion.
The Practice services over 800 clients with 90% situated in the Redhill area. This model is highly portable and any acquirer will be able to service the clients efficiently, eliminating the need for traveling thus saving both time and money.
For more information please call 01765 698 699 and quote the reference number 30137
Current turn over circa: £ 450,000
Offers over: £ 1,200,000
Established: 20-2 years
Gross Recurring Revenue: 300-500k
Number of staff: 3-5
Locations: Redhill
Additional Notes:
Rare Opportunity to Acquire an Exceptional Practice with a flat 0.5% Ongoing Charge, an Average Portfolio Size of Over .£300k and a very Scalable Staff Base.
Rare opportunity to acquire a fantastically profitable Practice established over two decade ago with zero complaints made since inception. The high level of profitability can be partly accredited to a very high level (over 65%) serviced at the office. This model is highly portable and any acquirer will be able to service the clients efficiently, eliminating the need for traveling thus saving both time and money.
The practice has zero exposure to defined benefit transfers and has a large focus on financial planning, especially in the accumulation phase. The Practice represents one of the cleanest and most efficient Business you’re likely to see anywhere on the marketplace at this time.
For more information please call 01765 698 699 and quote the reference number 30129
Current turn over circa: £ 1,000,000
Offers over: £ 2,200,000
Established: 10-1 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 1-3
Locations: Chelmsford
Additional Notes:
Fantastic Boutique IFA in the Chelmsford/Colchester area Specialising in High Net Worth clients (average portfolio size of £550,000), £70m FUM and c.£600,000 in Recurring Revenue.
Housing largely higher-net-worth clients, the opportunity ensures every single client is profitable and high margin (current operating margin 80%), representing an acquisition that will be immediately accretive to the bottom line of any buyer with a very attractive payback period.
The acquisition of the business would be structured as an asset and goodwill sale, with no liability assumed by the acquiring party.
For more information please call 01765 698 699 and quote the reference number 30109
Current turn over circa: £ 350,000
Offers over: £ 1,100,000
Established: 5-10 years
Gross Recurring Revenue: 200-300k
Number of staff: 3-5
Locations: London
Additional Notes:
Exceptional High-Net-Worth Boutique IFA Practice in London Specialising in tier 1 Visa Clients With an Average Portfolio size of £1m and a young, dynamic team on board.
The business has been adding £4-5m FUM of clients organically since inception and would likely grow at an accelerated rate with larger infrastructure to support the operations.
For more information please call 01765 698 699 and quote the reference number 30124
Current turn over circa: £ 450,000
Offers over: £ 1,300,000
Established: 25-3 years
Gross Recurring Revenue: 300-500k
Number of staff: 1-3
Locations: Finchley
Additional Notes:
Exceptional Directly Authorised, East Finchley Practice with 150 Households, £33m FUM and Turnover of c.£450k.
Rare opportunity to acquire a fantastically profitable Practice established over a decade ago with zero complaints made in over a decade. The high level of profitability can be partly accredited to a very high level (over 70%) of clients traveling to the office for annual reviews. This model is highly portable and any acquirer will be able to service the clients efficiently, eliminating the need for traveling thus saving both time and money.
For more information please call 01765 698 699 and quote the reference number 30117
Current turn over circa: £ 800,000
Offers over: £ 2,600,000
Established: 10-1 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 1-3
Locations: Greater London
Additional Notes:
Exceptional High-Net-Worth Boutique IFA Practice in London, with an average portfolio size of £1.5m and a £500,000 minimum portfolio size.
This Practice houses largely professional clients (over 90%) with most being partners at private equity, law, and accountancy firms. Largely as a result of a £500,000 minimum investment level, which ensures every single client is high margin, the Practice is extremely profitable with a gross margin of over 80%.
For more information please call 01765 698 699 and quote the reference number 396583
Current turn over circa: £ 1,000,000
Offers over: £ 2,200,000
Established: 10-1 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 1-3
Locations: Chelmsford
Additional Notes:
Fantastic Boutique IFA in the Chelmsford/Colchester area Specialising in High Net Worth clients (average portfolio size of £550,000), £70m FUM and c.£600,000 in Recurring Revenue.
Housing largely higher-net-worth clients, the opportunity ensures every single client is profitable and high margin (current operating margin 80%), representing an acquisition that will be immediately accretive to the bottom line of any buyer with a very attractive payback period.
The acquisition of the business would be structured as an asset and goodwill sale, with no liability assumed by the acquiring party.
For more information please call 01765 698 699 and quote the reference number 30109
Current turn over circa: £ 290,000
Offers over: £ 950,000
Established: 20-2 years
Gross Recurring Revenue: 200-300k
Number of staff: 1-3
Locations: London
Additional Notes:
Opportunity to Buy a Fantastic City of London Client Bank of £40m FUM, c.130 Active Renewal clients on an asset and Goodwill basis with an Ongoing Advisory Charge of 0.6%.
Rare opportunity to acquire a fantastically profitable client bank established over a decade ago with zero complaints made since inception. The high level of profitability can be partly accredited to the majority of clients (over 80%) of clients traveling to the office for annual reviews. This model is highly portable and any acquirer will be able to service the clients efficiently, eliminating the need for traveling thus saving both time and money.
The business has equal split between investments and pensions with an average ongoing charge of 0.6%. The opportunity represents a unique situation with almost guaranteed significant uplift potential contingent on the acquirers fee structure (more details on request).
For more information please call 01765 698 699 and quote the reference number 30102
Current turn over circa: £ 280,000
Offers over: £ 600,000
Established: 10-1 years
Gross Recurring Revenue: 150-200k
Number of staff: 1-3
Locations: Wimbledon
Additional Notes:
There is large opportunity within the 1000s of inactive clients the Practice holds. For a business which has just a small amount of spare staff capacity, at least 100 of the clients could be converted to active clients, creating an additional £100,000 in Recurring almost immediately from just this channel alone.
For more information please call 01765 698 699 and quote the reference number 30095
Current turn over circa: £ 100,000
Offers over: £ 340,000
Established: 25-3 years
Gross Recurring Revenue: 70-100k
Number of staff: 1-3
Locations: Bedfordshire
Additional Notes:
Opportunity to Buy a Fantastic Bedfordshire based client Bank of c.70 Active Renewal clients assuming no liability with an Ongoing Advisory Charge of 0.6%.
Housing largely higher-net-worth clients (average size £300k), the opportunity ensures every single client is profitable and high margin, representing an acquisition that will be immediately accretive to the bottom line of any buyer with a very attractive payback period. The ongoing adviser charge of 0.6% represents huge potential for fee uplift and value accretion.
The firm's client bank is extremely local with 80% of clients in a 20 miles radius. The business is thus highly portable and any acquirer will be able to service the clients efficiently, eliminating the need for excessive traveling and heightening cash flow generation of the acquisition.
For more information please call 01765 698 699 and quote the reference number 30091
Current turn over circa: £ 230,000
Offers over: £ 650,000
Established: 20-2 years
Gross Recurring Revenue: 150-200k
Number of staff: 0-1
Locations: Chelmsford
Additional Notes:
Fantastic Chelmsford Practice Established over Two Decades with £200,000 in Recurring income, £25m FUM and c.70% of funds in Pensions.
Rare opportunity to acquire a fantastically profitable practice established over two decades ago with a very clean history of operation. The high level of profitability can be partly accredited to a very high level (over 80%) of clients traveling to the office for annual reviews. This model is highly portable and any acquirer will be able to service the clients efficiently, eliminating the need for traveling thus saving both time and money.
There is also large opportunity within the 2000 inactive clients the Practice holds. For a business which has just a small amount of spare staff capacity, at least 30 of the clients could be converted to active clients, creating an additional £30,000 in Recurring almost immediately from just this channel alone.
For more information please call 01765 698 699 and quote the reference number 30078
Current turn over circa: £ 600,000
Offers over: £ 700,000
Established: 5-10 years
Gross Recurring Revenue: 200-300k
Number of staff: 3-5
Locations: Kent
Additional Notes: Exceptional Directly Authorised Practice with an average client age of 50, £40m FUM and Turnover of c.£600,000
This business represents huge opportunity for both uplift and growth within the existing client base with a lower average ongoing fee and a large amount of Funds Under Influence as well as actively managed funds.
For more information please call 01765 698 699 and quote the reference number 30066
Current turn over circa: £ 650,000
Offers over: £ 1,750,000
Established: More years
Gross Recurring Revenue: 300-500k
Number of staff: 3-5
Locations: Guildford
Additional Notes:
Highly Unique and Recession Resilient Practice Based in North Guildford with a Net Profit Margin of over 70% and c.£55m FUM.
With an average client portfolio size of £300K+, this business has the ability to drastically increase an acquirer’s FUM with relatively little extra cost, adding c.£400 of profit to your bottom line. The practice has been around for over 3 decades with no DB transfer exposure and a focus on financial planning. The Practice represents one of the cleanest and most efficient Business you’re likely to see anywhere on the marketplace at this time.
For more information please call 01765 698 699 and quote the reference number 30062
Current turn over circa: £ 220,000
Offers over: £ 660,000
Established: 10-1 years
Gross Recurring Revenue: 150-200k
Number of staff: 1-3
Locations: Surrey
Additional Notes:
Fantastic Directly Authorised Practice with 40% of the Clients above £500,000 and £25m FUM.
The Practice is attracting c.£25,000 a year in new ongoing fees solely through referrals, a testament to the brand strength and current success of the business. New clients taken on board are averaging over £500,000 portfolio size with over 80% of clients within the Surrey and South London area.
The Principle has developed a specialisation and technical expertise in one specific field, augmented through specialist accountants who provide referrals in the space. Looking forward, the Charted Principle is looking to sell and stay on a permanent basis, with the ambition to Buy-In to the Acquiring Party.
For more information please call 01765 698 699 and quote the reference number 30058
Current turn over circa: £ 500,000
Offers over: £ 1,600,000
Established: More years
Gross Recurring Revenue: 300-500k
Number of staff: 3-5
Locations: Hertfordshire
Additional Notes:
Exceptional Hertfordshire Based Business, with £60million in FUM, Turnover Approaching £500,000 with the Majority Representing Recurring Income.
With an average client portfolio size of £300K+, this business has the ability to drastically increase an acquirer’s FUM with relatively little extra cost, adding c.£300 of profit to your bottom line. The practice has been around for over 3 decades with no DB transfer exposure and a focus on financial planning. The Practice represents one of the cleanest and most efficient Business you’re likely to see anywhere on the marketplace at this time.
A dedicated back office team, including paraplanners and admin staff, have worked alongside the advisors to ensure a top quality level of service, any acquirers offering a similarly high level of service would be well placed to make an offer. My client is flexible on deal structure and is willing to take a handover period of up to 2 years.
For more information please call 01765 698 699 and quote the reference number 30055
Current turn over circa: £ 200,000
Offers over: £ 670,000
Established: More years
Gross Recurring Revenue: 150-200k
Number of staff: 1-3
Locations: Cambridgeshire
Additional Notes:
Opportunity to Buy a Fantastic Bank of 300 Active Renewal clients, Turning Over c.£200,000 (97% Recurring) with all Clients on 0.5% Ongoing Advisory Charge.
The Practice is attracting an Average of 2-3 new clients per month through referrals alone, a testament to the brand strength and current success of the business. New clients taken on board are averaging over £500,000 portfolio size with over 80% of clients within the Cambridge postcode. The Practice represents an opportunity with huge potential uplift and a very attractive payback period for an initial investment.
There is also large opportunity within the 200 inactive clients the Practice holds. For a business which has just a small amount of spare staff capacity, at least 30 of the clients could be converted to active clients, creating an additional £30,000 in Recurring almost immediately from just this channel alone.
For more information please call 01765 698 699 and quote the reference number 30053
Current turn over circa: £ 300,000
Offers over: £ 360,000
Established: 15-2 years
Gross Recurring Revenue: 70-100k
Number of staff: 1-3
Locations: Dartford
Additional Notes:
Dartford based Mortgage Practice with almost 2,000 Active Clients, over £300,000 in Revenue and huge potential on the Wealth Management side.
Established almost 20 years without a single complaint upheld, this business has developed incredibly consistent revenue growth and a large, loyal customer base. The average client returns to the Practice 7-8 times for either rate switches or different products. As a result, revenue growth has been incredibly consistent for the previous 5 year and the unwinding of existing business alone secures the cash flows next 5-10 years.
The Practice does not have the capacity to cope with the volume of new business experienced in recent years - just this month over 7 first time buyers have purchased a mortgage through the practice. Not only is there large potential on the mortgage and protection side of the Practice with new and existing business, but the entire client bank is also untapped for wealth management advice - over 400 of the active clients are estimated to have over £500,000 in either pension or investments.
For more information please call 01765 698 699 and quote the reference number 30042
Current turn over circa: £ 900,000
Offers over: £ 1,450,000
Established: 5-10 years
Gross Recurring Revenue: 300-500k
Number of staff: 5-10
Locations: St Albans
Additional Notes: Exceptional St Albans based Practice with £400,000 Recurring, c.£80m Funds under Management and an average client age of 50
The Practice services over 900 clients with the average age of 50 and has huge potential for endogenous growth through new business generation with existing clients. The business has the potential to double in size over the next 3-5 years as funds of clients grow naturally into the retirement phase. In conjunction with potential in the volume of clients, the ongoing adviser charges are a mix between 0.5% and 0.75% ongoing, representing huge potential for fee uplift and value accretion.
The Practice is attracting an Average of 2-3 new enquires per month solely through referrals, a testament to the brand strength and current success of the business. Due to the client objective orientated and tailored service provided, the Practice has never had a complaint upheld and hence has exceedingly low PI costs of below £11,000.
A large amount of new business is being written each year with approximately £120,000 in Mortgages, £180,000 Pensions in tandem with recurring revenue of c.£400,000. Three Advisers are flexible to stay in the business on a more permanent basis, ensuring near 100% retention and continuity post-acquisition.
For more information please call 01765 698 699 and quote the reference number 30035
Retiring IFA
Unit 6
Highfield Business Park
Ripon
North Yorkshire
HG4 2RN
01765 698 699
