Current turn over circa: £600,000
Offers over: £2,200,000
Established: 10 to 15 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 1 to 3
Locations: Hertfordshire
Additional Notes:
- The Principal wishes to remain in the business for 2-3 years managing his client bank
- The average invested per household is over £500,000 with very few clients under £200,000 in the business
For more information please call 01765 698 699 and quote the reference number 31129
Current turn over circa: £1,100,000
Offers over: £7,000,000
Established: 20 to 25 years
Gross Recurring Revenue: 1-2m
Number of staff: 1 to 3
Locations: Greater London,Greater London
Additional Notes:
- Average portfolio size of invested assets is c.£1 million per client
- The business runs model portfolios all on platform with a total expense for clients falling between c.1.6-1.8%
For more information please call 01765 698 699 and quote the reference number 31128
Current turn over circa: £600,000
Offers over: £830,000
Established: 10 to 15 years
Gross Recurring Revenue: 200-300k
Number of staff: 3 to 5
Locations: Greater London
Additional Notes: With an average portfolio sizer per-household of £750k, time will be spent servicing high-value clients.
For more information please call 01765 698 699 and quote the reference number 31123
Current turn over circa: £117,000
Offers over: £370,000
Established: 20 to 25 years
Gross Recurring Revenue: 100-150k
Number of staff: 1
Locations: Berkshire
Locations: Reading
Additional Notes: With an average portfolio size per-household of £400k, time will be spent most effectively with high-value clients.
An average on-going advisor charge of 0.5% represents chance for uplift.
For more information please call 01765 698 699 and quote the reference number 31117
Current turn over circa: £60,000
Offers over: £200,000
Established: 20 to 25 years
Gross Recurring Revenue: 30-50k
Number of staff: 1
Locations: Greater London
Locations: Ealing
Additional Notes: Having been established for 20 years, this IFA has built up a loyal client base, meaning client retention will be maximised.
For more information please call 01765 698 699 and quote the reference number 31116
Current turn over circa: £330,000
Offers over: £1,200,000
Established: 25 to 30 years
Gross Recurring Revenue: 200-300k
Number of staff: 1 to 3
Locations: Cambridgeshire
Locations: Cambridge
Additional Notes: - The average investment per household is over £325,000 making the vast majority of clients are profitable to service face two face.
- Very low ongoing advisor charge of 0.5% providing room for potential uplift maximising profits post acquisition.
- 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 31108
Current turn over circa: £3,300,000
Offers over: £15,500,000
Established: 20 to 25 years
Gross Recurring Revenue: More than 2m
Number of staff: 20 to 50
Locations: South England
Additional Notes:
- The business houses all employed advisers who manage the majority of the clients
- The business has advised on no risky products
For more information please call 01765 698 699 and quote the reference number 31107
Current turn over circa: £6,000,000
Offers over: £9,500,000
Established: 20 to 25 years
Gross Recurring Revenue: More than 2m
Number of staff: 20 to 50
Locations: South East/South West
Additional Notes:
- The average client portfolio invested in the business is c.£650,000.
- The shareholders wish to keep both sides of the business together and will not consider a carve out of either side.
For more information please call 01765 698 699 and quote the reference number 31103
Current turn over circa: £1,100,000
Offers over: £3,850,000
Established: 20 to 25 years
Gross Recurring Revenue: 1-2m
Number of staff: 5 to 10
Locations: South East
Additional Notes:
- The business generates £850,000 of Recurring Income with high profitability margins
For more information please call 01765 698 699 and quote the reference number 31101
Current turn over circa: £100,000
Offers over: £340,000
Established: 10 to 15 years
Gross Recurring Revenue: 100-150k
Number of staff: 0
Locations: Hertfordshire
Locations: Watford
Additional Notes: Average portfolio size per household over £850k, meaning time will be spent with high value clients.
Average on-going advisor charge of 0.75%, representing an opportunity for uplift.
Average age of clients of 55, meaning there is significant opportunity in portfolio accumulation.
For more information please call 01765 698 699 and quote the reference number 31089
Current turn over circa: £85,000
Offers over: £315,000
Established: 20 to 25 years
Gross Recurring Revenue: 70-100k
Number of staff: 0
Locations: Surrey
Locations: Haywards Heath
Additional Notes: Average portfolio size per household of £275k, meaning it will be well worth the time servicing the clients.
For more information please call 01765 698 699 and quote the reference number 31088
Current turn over circa: £5,500,000
Offers over: £15,000,000
Established: 15 to 20 years
Gross Recurring Revenue: More than 2m
Number of staff: 20 to 50
Locations: Midlands
Additional Notes:
- Ideally the partner will have an in-house platform offering as well as a high performing range of funds
For more information please call 01765 698 699 and quote the reference number 31087
Current turn over circa: £60,000
Offers over: £190,000
Established: 20 to 25 years
Gross Recurring Revenue: 50-70k
Number of staff: 1
Locations: Kent
Locations: Dartford
Additional Notes: Average client age of 56 represents significant chance for further portfolio accumulation.
Average on-going advisor charge of 0.45% sees great potential for future uplift.
For more information please call 01765 698 699 and quote the reference number 31085
Current turn over circa: £80,000
Offers over: £100,000
Established: 20 to 25 years
Gross Recurring Revenue: 30-50k
Number of staff: 0
Locations: Cambridgeshire
Locations: Cambridge
Additional Notes: - Full Permissions (except DB transfers).
- No risky produced have been advised within the business
For more information please call 01765 698 699 and quote the reference number 31075
Current turn over circa: £180,000
Offers over: £450,000
Established: 3 to 5 years
Gross Recurring Revenue: 100-150k
Number of staff: 0
Locations: Greater London
Locations: Ealing
Additional Notes: Average portfolio size per household of £300k means time will be spent with high value clients.
For more information please call 01765 698 699 and quote the reference number 31062
Current turn over circa: £80,000
Offers over: £270,000
Established: 10 to 15 years
Gross Recurring Revenue: 70-100k
Number of staff: 0
Locations: Greater London
Locations: Stevenage
Additional Notes: - The average investment per household is over £250,000 and thus the vast majority of clients are profitable to service.
- The acquisition of the business would be structured as an asset, with no liability assumed by the acquiring party.
- The principal is happy to engage in a 6-12 month 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 31061
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: Berkshire
Locations: Reading
Additional Notes: Average on-going advisor charge of 0.5%, representing room for further uplift.
Average client age of 61, meaning the portfolios have room for further accumulation.
For more information please call 01765 698 699 and quote the reference number 31057
Current turn over circa: £3,600,000
Offers over: £400,000
Established: 3 to 5 years
Gross Recurring Revenue: More than 2m
Number of staff: 0
Locations: Greater London
Additional Notes:
- Previous 12 months Gross Commission totals £82,499
- Number of live policies is over 7,000
- Not staff/premises will come with the book
For more information please call 01765 698 699 and quote the reference number 31045
Current turn over circa: £200,000
Offers over: £800,000
Established: 10 to 15 years
Gross Recurring Revenue: 150-200k
Number of staff: 0
Locations: Essex
Locations: Chelmsford
Additional Notes: Remote Serviced IFA Generating c £200,000 from 100 Households
- The average investment per household is over £280,000 making clients profitable to service via Zoom or Telephone.
- 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 31033
Current turn over circa: £810,000
Offers over: £3,100,000
Established: 10 to 15 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 1 to 3
Locations: London/Midlands
Additional Notes:
- No offices / staff will likely remain in the business
- The principal wishes to remain for 1-2 years to bed in the clients
- Majority of client money (70-80%) is held within Investment and Unit Trusts in portfolios put together in house.
For more information please call 01765 698 699 and quote the reference number 15468
Retiring IFA
Unit 6
Highfield Business Park
Ripon
North Yorkshire
HG4 2RN
01765 698 699
