Current turn over circa: £ 2,500,000
Offers over: £ 3,500,000
Established: 10 to 15 years
Gross Recurring Revenue: More than 2m
Number of staff: 10 to 20
Locations: Greater London
Additional Notes:
Highly Unique Mortgage Network with c.130 Advisers, c.£2.5m in Revenues and a Model that is Attracting 30-40 Advisers a Year
For more information please call 01765 698 699 and quote the reference number 30192 ask for Byron Snaith
Current turn over circa: £ 250,000
Offers over: £ 780,000
Established: 15 to 20 years
Gross Recurring Revenue: 200-300k
Number of staff: 1 to 3
Locations: Croydon
Additional Notes:
Extraordinarily Profitable IFA Practice, Housing HNW families (C.£600k per household) and £26m Funds Under Management
Rare opportunity to acquire a fantastically profitable Practice established over a decade ago with zero complaints made since inception. The high level of profitability can be partly accredited to a very high level (over 80%) of clients in the Surrey, Guildford and South London 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.
The acquisition of the practice would be structured as an asset and goodwill sale, with no liability assumed by the acquiring party and no FCA change in control required.
The principle has a strong preference for partial share remuneration for the Practice with a vested interested in the acquiring party moving forward.
For more information please call 01765 698 699 and quote the reference number 30174 ask for Edward Thorpe
Current turn over circa: £ 140,000
Offers over: £ 470,000
Established: 15 t years
Gross Recurring Revenue: 100-150k
Number of staff: 1 to 3
Locations: Greater London
Additional Notes:
Unusual High-Net-Worth IFA Practice in North West London with £30m FUM, c.50 Families with an Average Portfolio of c.£500,000 and ongoing charge of 0.55%.
The acquisition of the business would be most likely structured as an asset and goodwill sale, with no liability assumed by the acquiring party and no FCA change in control required. The ongoing adviser charge of 0.55% represents a huge potential for service uplift and value accretion.
For more information please call 01765 698 699 and quote the reference number 30156 ask for Edward Thorpe
Current turn over circa: £ 1,000,000
Offers over: £ 3,700,000
Established: 20-2 years
Gross Recurring Revenue: 1-2m
Number of staff: 1-3
Locations: Greater London
Additional Notes:
Exceptional High-Net-Worth Specialist IFA Practice in London with £110m FUM, c.100 Families with an Average Portfolio of c.£1m and an Adjusted EBITDA of £7-800k.
The Practice now receives over 70 referrals a year of which only those above £1m are taken on board, the rest passed to another Practice. Opportunity to capitalise on this stream of clients will be available to the purchaser post completion.
A large proportion of the clients consist of Bankers and Lawyers in both the City and Canary Warf with the Top 10 clients averaging £3.75m portfolios.
The average age of the clients is c.55 meaning there are many decades of cash flow left with each client.
For more information please call 01765 698 699 and quote the reference number 30155 ask for Edward Thorpe
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 ask for Edward Thorpe
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 ask for Edward Thorpe
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 ask for Edward Thorpe
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 ask for Edward Thorpe
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 ask for Edward Thorpe
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 ask for Edward Thorpe
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 ask for Edward Thorpe
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 ask for
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 ask for Edward Thorpe
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 ask for Edward Thorpe
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 ask for Edward Thorpe
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 ask for Edward Thorpe
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 ask for Edward Thorpe
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 ask for Edward Thorpe
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 ask for Edward Thorpe
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 ask for Edward Thorpe
Retiring IFA
Unit 6
Highfield Business Park
Ripon
North Yorkshire
HG4 2RN
01765 698 699
