Current turn over circa: £2,800,000
Offers over: £11,250,000
Established: More than 35 years
Gross Recurring Revenue: More than 2m
Number of staff: 10 to 20
Locations: South West
Additional Notes:
South West Wealth Management Hub Managing c.£300m FUM, £1.4m Profit Line housing Mostly Chartered/Fellows Employed Advisers
- The majority of clients are looked after by employed advisers within the business with in-built succession for the clients of the Retiring Advisers
- The Practice has an in-house Discretionary Service with over 40% of the clients using this service
- Very Limited risky products have been advised within the business
For more information please call 01765 698 699 and quote the reference number 30748
Current turn over circa: £800,000
Offers over: £2,700,000
Established: 25 to 30 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 3 to 5
Locations: Nottinghamshire
Additional Notes:
Nottingham Based Practice Managing £110m FUM Generating £700,000 Recurring Income Structured as an Asset Sale
- Both Principals within the business are looking to retire within 1-2 years of an acquisition
- Very little staff/infrastructure to take on within the business
- The average portfolio value per clients is over £300,000
For more information please call 01765 698 699 and quote the reference number 30745
Current turn over circa: £660,000
Offers over: £2,500,000
Established: 25 to 30 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 3 to 5
Locations: Somserset
Additional Notes:
Somerset Based Practice Managing £90m FUM Generating c.£650,000 in Recurring Income
- The business advises on mostly high-net0wrth clients with an average client size c.£450,000.
- The business houses a younger, chartered adviser who is looking to stay and aid in growing the Practice.
The acquisition of the business would be structured as an asset and goodwill sale, with no liability assumed by the acquiring party and no change in control required.
For more information please call 01765 698 699 and quote the reference number 30737
Current turn over circa: £650,000
Offers over: £2,000,000
Established: 5 to 10 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 3 to 5
Locations: Greater London,Greater London
Additional Notes:
High-Net-Worth IFA Managing £100m FUM Generating c.£500,000 of Recurring Income Looking to Remain in the Business and Drive Growth
- The majority of clients are professionals & business owners with an average client of c.£800,000
- No risky products have been advised within the business
- High quality staff looking to remain in the Practice
For more information please call 01765 698 699 and quote the reference number 30731
Current turn over circa: £1,500,000
Offers over: £5,000,000
Established: 30 to 35 years
Gross Recurring Revenue: 1-2m
Number of staff: 5 to 10
Locations: Greater London
Additional Notes:
Greater London £250m FUM Network Member Generating £1.45m in Recurring Income
- The Advisers are self-employed and manage c.50% of the asset base
- No liability within the limited company
- High-growth business with a proven marketing strategy generating c.£40m FUM in new assets over the last year
For more information please call 01765 698 699 and quote the reference number 30727
Current turn over circa: £600,000
Offers over: £2,200,000
Established: 20 to 25 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 3 to 5
Locations: Kent/East Sussex
Additional Notes:
£100m FUM Practice with 200 Households and £550,000 in Recurring Income
- No liability to be taken on in the Purchase
- Very little cost present in the current setup of the Practice (c.£70,000)
- The average client Portfolio is c.£500,000 with very few clients under £100,000 with the whole client bank being profitable to service
For more information please call 01765 698 699 and quote the reference number 30710
Current turn over circa: £270,000
Offers over: £940,000
Established: 15 to 20 years
Gross Recurring Revenue: 200-300k
Number of staff: 1 to 3
Locations: Surrey/West Sussex
Additional Notes: Selling IFA Practice Managing £50m FUM Generating £250,000 in Recurring Income with c.180 Households
- No risky products have been advised within the business
- No permanent staff or premises are currently present hence there is expected to be very little costs for the purchaser post acquisition
- The vast Majority of Clients are within the Guildford and Hampshire area
To Qualify for the opportunity a Prospective purchaser will need;
- Retain the Principal for a sufficient handover with ability to continue working for a few years
For more information please call 01765 698 699 and quote the reference number 30709
Current turn over circa: £60,000
Offers over: £175,000
Established: 10 to 15 years
Gross Recurring Revenue: 30-50k
Number of staff: 1
Locations: Lincolnshire
Additional Notes:
Lincolnshire Portable Client Bank of c.50 Households, £8.5m FUM Generating c.£45,0000 of Recurring Income
- There is no staff/offices to stay with the business
- Very limited liability within the company
- The Principal is available for a handover of c.3-6 months
To Qualify for the opportunity a Prospective purchaser will need;
- An upfront cash amount of c.£90,000
- Ideally a successful track record in previous IFA acquisitions
For more information please call 01765 698 699 and quote the reference number 30707
Current turn over circa: £90,000
Offers over: £320,000
Established: 25 to 30 years
Gross Recurring Revenue: 70-100k
Number of staff: 1 to 3
Locations: Hertfordshire
Additional Notes:
Partial Asset Sale of c.£10m Funds Under Management with no Clients below £100,000 in Portfolio Value
The vast majority of clients can be serviced remotely
For more information please call 01765 698 699 and quote the reference number 30698
Current turn over circa: £110,000
Offers over: £350,000
Established: 10 to 15 years
Gross Recurring Revenue: 50-70k
Number of staff: 1
Locations: Essex
Additional Notes: - No premises or staff to follow with the acquisition
For more information please call 01765 698 699 and quote the reference number 30669
Current turn over circa: £100,000
Offers over: £315,000
Established: 10 to 15 years
Gross Recurring Revenue: 70-100k
Number of staff: 1
Locations: West Sussex
Additional Notes:
Quick, Client Bank Sale of c.£14m FUM Generating £100,000 of Recurring Income
- All clients can and have previously been serviced remotely, cutting down travel needs to client meetings
- The acquisition of the business would be structured as an asset and goodwill sale, with no liability assumed by the acquiring party and no change in control required.
The Principal is available for a 2-3 month handover of the client bank
For more information please call 01765 698 699 and quote the reference number 30660
Current turn over circa: £250,000
Offers over: £750,000
Established: 5 to 10 years
Gross Recurring Revenue: 200-300k
Number of staff: 1
Locations: kent
Additional Notes:
Sole Practitioner Managing £40m FUM, c.90 Households with no Premises
There will be no liability assumed by the acquiring party and no change in control required
All clients are on a 0.5% Ongoing fee structure
The vast majority of clients are in the Kent and Sussex area, minimising any travel time for the servicing advisers
For more information please call 01765 698 699 and quote the reference number 30655
Current turn over circa: £300,000
Offers over: £1,100,000
Established: 20 to 25 years
Gross Recurring Revenue: 200-300k
Number of staff: 1 to 3
Locations: South Essex
Additional Notes:
Retiring Sole Trader in South Essex Managing £45m of FUM, £290,000 of Recurring Income across 130 Households
- The Principal is looking for a strong client handover of between 3-9 months to bed in all the clients.
- The sale will be structured as a goodwill and asset sale with no liability to be taken on by purchaser.
- Support staff available to take on board if required by the purchaser.
For more information please call 01765 698 699 and quote the reference number 30648
Current turn over circa: £560,000
Offers over: £1,750,000
Established: 25 to 30 years
Gross Recurring Revenue: 300-500k
Number of staff: 1 to 3
Locations: South London
Additional Notes:
South London High-Net-Worth IFA Practice Managing c.60 Households Generating £475,000 in Recurring Income
- The Principal is looking for a handover post completion so clients can be bedded in
- No premises/lease to take on in a transaction
- No risky products have been advised in the business
For more information please call 01765 698 699 and quote the reference number 30646
Current turn over circa: £5,000,000
Offers over: £12,500,000
Established: 30 to 35 years
Gross Recurring Revenue: More than 2m
Number of staff: 20 to 50
Locations: South England
Additional Notes: Profitable Wealth Management Practice that currently manages £600m FUM, outsources Investment Management to a panel of DFMs and houses 6-7 advisers
The desired Purchaser can:
- Maintain current platform relationships
- Retain the staff base and the offices
- Continue the brand of the business for 1/2 years
For more information please call 01765 698 699 and quote the reference number 30637
Current turn over circa: £25,000
Offers over: £82,000
Established: 20 to 25 years
Gross Recurring Revenue: <30k
Number of staff: 1
Locations: South London
Additional Notes:
Small Client Bank in South London of £5m AUM Consisting of 7 Clients all at 0.5% Ongoing Adviser Income
- The acquisition of the business would be structured as an asset and goodwill sale, with no liability assumed by the acquiring party
- The Principal wishes to stay on and introduce clients to the new business and leverage relationships he has with Accountancy firms, Solicitor Practices and other introducers
For more information please call 01765 698 699 and quote the reference number 30632
Current turn over circa: £500,000
Offers over: £1,400,000
Established: 5 to 10 years
Gross Recurring Revenue: 300-500k
Number of staff: 3 to 5
Locations: Greater London
Additional Notes:
South London Based Practice Managing c.£70m FUM Generating £500,000 Turnover with c.200 Households
- The Principal is looking to remain in the business and manage the clients over a 2-3 year period
For more information please call 01765 698 699 and quote the reference number 30630
Current turn over circa: £300,000
Offers over: £1,050,000
Established: 20 to 25 years
Gross Recurring Revenue: 200-300k
Number of staff: 1
Locations: East Sussex
Additional Notes:
Single Adviser Practice Managing £40m FUM Generating £300,000 of Recurring Income across 130 Households
- No exposure to risky products within the business
- No staff/ infrastructure to be taken on in the acquisition
- The Principle is seeking a Handover of 3-6 months
For more information please call 01765 698 699 and quote the reference number 30626
Current turn over circa: £65,000
Offers over: £210,000
Established: 15 to 20 years
Gross Recurring Revenue: 50-70k
Number of staff: 1
Locations: South London
Additional Notes:
Directly Authorised IFA Sale with £10m FUM, c.40 Households and £55,000
- No exposure to risky products within the business
- No staff/ infrastructure to be taken on in the acquisition
- The majority of clients are business owners and over £200,000 in portfolio value
For more information please call 01765 698 699 and quote the reference number 30620
Current turn over circa: £1,500,000
Offers over: £3,800,000
Established: 20 to 25 years
Gross Recurring Revenue: 1-2m
Number of staff: 5 to 10
Locations: Berkshire/Oxfordshire
Additional Notes:
Berkshire/Oxfordshire Based IFA Managing c.£150m FUM with an Average Client Portfolio of c.£500,000
- The average household is c.£500,000 per portfolio size with very few clients below £200,00 portfolio size
- The Principals are looking to remain in the business and develop the professional connections further and grow AUA
- The Practices produces c.£650,000 adjusted profit once factoring in a generous salary for the Principles
For more information please call 01765 698 699 and quote the reference number 30618
Retiring IFA
Unit 6
Highfield Business Park
Ripon
North Yorkshire
HG4 2RN
01765 698 699
