Current turn over circa: £280,000
Offers over: £920,000
Established: 15 to 20 years
Gross Recurring Revenue: 200-300k
Number of staff: 1
Locations: Suffolk
Locations: Ipswich
Additional Notes: Suffolk Retiring IFA Generating c £230,000 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 31029
Current turn over circa: £330,000
Offers over: £1,050,000
Established: 5 to 10 years
Gross Recurring Revenue: 300-500k
Number of staff: 1
Locations: Surrey
Locations: Redhill
Additional Notes: Average on-going advisor charge of 0.5, representing significant room for further uplift.
Average age per client of 50, meaning portfolios can continue to accumulate.
For more information please call 01765 698 699 and quote the reference number 31022
Current turn over circa: £90,000
Offers over: £320,000
Established: 10 to 15 years
Gross Recurring Revenue: 70-100k
Number of staff: 0
Locations: Surrey
Locations: Redhill
Additional Notes: The average investment per household is over £900,000 and thus the vast majority of clients are profitable to service.
Single Principal firm who wishes to hand clients to the new firm over 12 month period to ensure 100% client retention.
No high-risk products have been advised in the business, reducing the liability of a potential purchase.
For more information please call 01765 698 699 and quote the reference number 31007
Current turn over circa: £1,450,000
Offers over: £5,400,000
Established: 30 to 35 years
Gross Recurring Revenue: 1-2m
Number of staff: 5 to 10
Locations: Greater London
Additional Notes:
- The Practice focuses on clients largely above £1m in Portfolio value with very few clients below £500,000 in invested assets.
For more information please call 01765 698 699 and quote the reference number 31002
Current turn over circa: £80,000
Offers over: £312,000
Established: 10 to 15 years
Gross Recurring Revenue: 150-200k
Number of staff: 1
Locations: Greater London
Locations: London
Additional Notes: Single Principle firm who wishes to hand clients to the new firm over 12 month period.
No high risk products have been advised in the business, reducing the liability of a potential purchase.
The Vast majority of assets are on two platforms.
For more information please call 01765 698 699 and quote the reference number 31001
Current turn over circa: £750,000
Offers over: £1,850,000
Established: 20 to 25 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 1 to 3
Locations: Kent
Additional Notes:
- The Principal wishes to step back and hand over clients within 3-9 months
For more information please call 01765 698 699 and quote the reference number 30990
Current turn over circa: £350,000
Offers over: £1,300,000
Established: 10 to 15 years
Gross Recurring Revenue: 300-500k
Number of staff: 1
Locations: Devon
Additional Notes:
- No staff / infrastructure will staff with the business
- The practice houses c.100 households
For more information please call 01765 698 699 and quote the reference number 30987
Current turn over circa: £1,100,000
Offers over: £4,400,000
Established: 30 to 35 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 3 to 5
Locations: Kent
Additional Notes:
- The average portfolio invested per client is c.£500,000 with the vast majority of clients holding more than £250,000 with the business
- No liability within the existing firm
For more information please call 01765 698 699 and quote the reference number 30986
Current turn over circa: £825,000
Offers over: £3,100,000
Established: 20 to 25 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 1 to 3
Locations: West Sussex
Additional Notes:
West Sussex Retiring IFA Generating £750,000 in Recurring Income Managing 150 Households
- No risky products have been advised in the business
- Adjusted profit margins run at c.£450-500,000
- Average portfolio size of c.£500,000
For more information please call 01765 698 699 and quote the reference number 30981
Current turn over circa: £2,650,000
Offers over: £13,000,000
Established: 20 to 25 years
Gross Recurring Revenue: More than 2m
Number of staff: 20 to 50
Locations: East Scotland
Additional Notes:
- The business houses all employed advisers with succession planning for the Principal within the Practice
- The average portfolio invested per client is c.£1.1m with the vast majority of clients holding more than £500,000 with the business
For more information please call 01765 698 699 and quote the reference number 30972
Current turn over circa: £925,000
Offers over: £3,400,000
Established: 25 to 30 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 3 to 5
Locations: Hertfordshire
Additional Notes:
HNW IFA Practice Managing £100m FUM Generating £850,000 in Recurring Income from 120 Clients
For more information please call 01765 698 699 and quote the reference number 30698
Current turn over circa: £485,000
Offers over: £1,395,000
Established: 25 to 30 years
Gross Recurring Revenue: 300-500k
Number of staff: 1 to 3
Locations: Gloucestershire/Worcestershire
Additional Notes:
- The business advises 170 Households with an average portfolio of c.£350k
- No staff are likely to stay with the business
For more information please call 01765 698 699 and quote the reference number 30960
Current turn over circa: £450,000
Offers over: £1,400,000
Established: 15 to 20 years
Gross Recurring Revenue: 300-500k
Number of staff: 1 to 3
Locations: Buckinghamshire
Additional Notes:
- The Practice Houses an average portfolio size of c.£350,000 with very few clients holding less than £100,000 of invested assets
- All data is stored electronically with intelligent office serving as the back office
- No permanent staff or offices to follow with the acquisition and thus the business should make over £250,000 in post-acquisition profit (advisory cost dependant)
For more information please call 01765 698 699 and quote the reference number 30958
Current turn over circa: £800,000
Offers over: £3,100,000
Established: 30 to 35 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 3 to 5
Locations: Surrey/South London
Additional Notes:
- Single Principal firm who wishes to hand clients to the new firm over a 1-2 year period
- No risky products have been advised in the business, reducing the liability of a potential purchase
- The vast majority of assets are on two platforms
For more information please call 01765 698 699 and quote the reference number 30934
Current turn over circa: £80,000
Offers over: £320,000
Established: 15 to 20 years
Gross Recurring Revenue: 70-100k
Number of staff: 0
Locations: Suffolk
Locations: Colchester
Additional Notes: The ongoing adviser charge of 0.5% represents huge potential for fee uplift and value accretion
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 £1,600,000 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 16782
Current turn over circa: £1,000,000
Offers over: £2,450,000
Established: 25 to 30 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 5 to 10
Locations: East Anglia
Additional Notes:
- No risky Products have been advised to clients within the company
- The business has been selective in the nature of clients onboarded and thus very few are under £100,000 portfolio size
For more information please call 01765 698 699 and quote the reference number 30925
Current turn over circa: £45,000
Offers over: £80,000
Established: 5 to 10 years
Gross Recurring Revenue: <30k
Number of staff: 0
Locations: Kent
Locations: Maidstone
Additional Notes: Average charging structure of 0.28, representing significant room for uplift.
Average household age of 45 meaning portfolios can continue to accumulate.
For more information please call 01765 698 699 and quote the reference number 30924
Current turn over circa: £650,000
Offers over: £925,000
Established: 20 to 25 years
Gross Recurring Revenue: 200-300k
Number of staff: 0
Locations: Buckinghamshire
Locations: Buckingham
Additional Notes: The average investment per household is over £450,000 and thus the vast majority of clients are profitable to service.
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.
Portable practice without staff or offices would stay with the business; no cost would be taken on by the buyer leading to very high post acquisition operating margin.
For more information please call 01765 698 699 and quote the reference number 30914
Current turn over circa: £200,000
Offers over: £532,000
Established: 10 to 15 years
Gross Recurring Revenue: 100-150k
Number of staff: 0
Locations: Cambridgeshire
Locations: Cambridge
Additional Notes: Retiring IFA Managing c £20m FUM Which Generates c £140,000 from 110 Households.
Portable practice without staff or offices would stay with the business; no cost would be taken on by the buyer leading to very high post acquisition operating margin.
Average portfolios between £150k and £200k ongoing fees of 0.6%.
For more information please call 01765 698 699 and quote the reference number 30908
Current turn over circa: £500,000
Offers over: £1,400,000
Established: 20 to 25 years
Gross Recurring Revenue: 300-500k
Number of staff: 3 to 5
Locations: Greater London
Additional Notes:
Unusual IFA Managing c.£100m FUM Generating £350,000 in Recurring Income from 110 Households
- The firm manages 110 Households, mainly Solicitors and Barristers
- The purchase would be structured as a goodwill and asset purchase, thus no previous liability will be taken on by the purchaser
For more information please call 01765 698 699 and quote the reference number 30898
Retiring IFA
Unit 6
Highfield Business Park
Ripon
North Yorkshire
HG4 2RN
01765 698 699
