Current turn over circa: £1,500,000
Offers over: £3,600,000
Established: More than 35 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 5 to 10
Locations: Greater London
Additional Notes:
South Home Counties IFA Practice Managing c.£200m FUM Generating c.£1m of Recurring Income
- No risky Products have been advised to clients within the company
- Built in succession within all departments in the Practice
- Investment proposition is an all advisory MPS solution put together in-house
For more information please call 01765 698 699 and quote the reference number 30617
Current turn over circa: £350,000
Offers over: £1,250,000
Established: 20 to 25 years
Gross Recurring Revenue: 300-500k
Number of staff: 1 to 3
Locations: London
Additional Notes:
Selling IFA in London Managing c.£50m FUM 100 Households With Over a Dozen Professional Introducers
- The majority of clients are professionals in London and are still accumulating
- No office and only 1 support staff member in the business
- The Principals ambition is to remain in the business and continue to grow the client bank by c.£10-£15m FUM per year
For more information please call 01765 698 699 and quote the reference number 30613
Current turn over circa: £1,100,000
Offers over: £2,750,000
Established: 10 to 15 years
Gross Recurring Revenue: 1-2m
Number of staff: 5 to 10
Locations: Greater London
Additional Notes:
South West London IFA Practice Managing £130m FUM Generating £1.1m Recurring Income
- Over 95% of assets on Platform and with very little legacy business making up the Recurring Income
- Most of the team are looking to stay and grow the business
- Majority of the assets are held with Discretionary Mangers
For more information please call 01765 698 699 and quote the reference number 30608
Current turn over circa: £800,000
Offers over: £2,800,000
Established: 25 to 30 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 1 to 3
Locations: London
Additional Notes:
IFA Practice Managing £150m FUM, £700,00 of Recurring across c.100 Households
- The principal wishes to remain and add £50-60m FUM of new clients to the business over a 3 year period
- The business only houses two permanent members of staff in the business leading to an adjusted profit of c.£500,000
- The Principal can handover c.10 Accountants & Solicitors which typically introduce £8-10m FUM in new clients per year
The Principal is looking for a purchaser that can:
• Engage in a handover of 24-36 months while providing an incentive for bringing in new clients to the business
• Maintain the staff base and the investment approach during the transitional period
For more information please call 01765 698 699 and quote the reference number 30607
Current turn over circa: £450,000
Offers over: £1,250,000
Established: 15 to 20 years
Gross Recurring Revenue: 300-500k
Number of staff: 3 to 5
Locations: Hertfordshire
Additional Notes:
Hertfordshire Based IFA Practice with c.£45m FUM, c.100 Families with an Average Portfolio of Over £400,000
The Practice services 80-90% of the clients in the local county with the vast majority traveling to the office.
The Practice would add c.£250,000 of profit to any firm looking to take on the practice which would likely be higher with immediate synergies.
The Principal is looking for a purchaser that can:
• Engage in a handover of 24-36 months
• Keep the staff and ideally the offices
For more information please call 01765 698 699 and quote the reference number 30226
Current turn over circa: £6,000,000
Offers over: £16,500,000
Established: 25 to 30 years
Gross Recurring Revenue: More than 2m
Number of staff: 20 to 50
Locations: South of UK
Additional Notes:
Telephone Based IFA Practice Managing £550m of Assets with over £5m of Recurring Income
- Maintainable profit in the business is c.£3m
- The business has developed the tech and processes in-house to provide financial advice to lower value clients profitably and effectively and could serve as a new division of a larger firm
- A large proportion of the clients are signed up to Discretionary mandates (c.£200m FUM)
For more information please call 01765 698 699 and quote the reference number 30596
Current turn over circa: £240,000
Offers over: £610,000
Established: 15 to 20 years
Gross Recurring Revenue: 150-200k
Number of staff: 1 to 3
Locations: East Sussex
Additional Notes:
High-net Worth Practice Managing c.£45m FUM With Recurring Income of c.£160,000
- The Principal wishes to remain in the business 3-5 years managing the clients
- No Liability will be taken on by the Purchaser
- Average client over £500,000 portfolio size
For more information please call 01765 698 699 and quote the reference number 30592
Current turn over circa: £450,000
Offers over: £1,320,000
Established: 20 to 25 years
Gross Recurring Revenue: 300-500k
Number of staff: 1 to 3
Locations: Berkshire
Additional Notes: High-Net Worth IFA Practice Manging c.£80m of Assets with 120 Households
- The current average Ongoing Advisory Fees are c.0.4-0.5%
- The typical client holds c.£500-£600,000 as an average portfolio value enusring every client is profitable
- Over 90% of client Funds are held on platform
For more information please call 01765 698 699 and quote the reference number 30587
Current turn over circa: £3,000,000
Offers over: £7,500,000
Established: 20 to 25 years
Gross Recurring Revenue: More than 2m
Number of staff: 10 to 20
Locations: East England
Additional Notes:
Hub Business In East England Managing c.£310m of Assets, Adjusted Profit of c.£950,000 Running Discretionary Portfolios
- All advisers in the business are currently employed
- 90% of current Turnover is Recurring Income
- The average portfolio size in the business is c.£400,000
For more information please call 01765 698 699 and quote the reference number 30581
Current turn over circa: £170,000
Offers over: £570,000
Established: 20 to 25 years
Gross Recurring Revenue: 150-200k
Number of staff: 1
Locations: Kent
Additional Notes:
Retiring IFA Managing c.£25m FUM with a Recurring Income Stream of £150,000
- There is no staff, office or infrastructure within the practice other than the Retiring IFA thus no costs will be taken on board by the purchaser.
- There is no liability to be assumed by the acquiring party as the firm is currently and authorised representative.
For more information please call 01765 698 699 and quote the reference number 30578
Current turn over circa: £170,000
Offers over: £615,000
Established: 20 to 25 years
Gross Recurring Revenue: 150-200k
Number of staff: 1 to 3
Locations: Greater London
Additional Notes:
Retiring Principal Managing £160,000 of Recurring Income, c.50 Households With no Staff or Offices
- Average Portfolio Size c.£320,000 with the vast majority of clients being in accumulation
- No staff or infrastructure to take on with the client bank leading to a very high profit margin once integrated
- The business has a particular specialism in Doctors with c.80% of the client bank being medical professionals
For more information please call 01765 698 699 and quote the reference number 30576
Current turn over circa: £900,000
Offers over: £2,700,000
Established: 25 to 30 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 3 to 5
Locations: Hertfordshire
Additional Notes:
Hertfordshire IFA Practice Managing £120m FUM with c.200 Households in the Business
For more information please call 01765 698 699 and quote the reference number 30558
Current turn over circa: £1,750,000
Offers over: £4,600,000
Established: 20 to 25 years
Gross Recurring Revenue: 1-2m
Number of staff: 5 to 10
Locations: West Midlands
Additional Notes:
Chartered IFA Managing £250m FUM Located in the West Midlands With Younger Advisers in the Business
- Average Ongoing Advisory Charge 0.5%
- The bulk of client Funds sit on 2/3 Platforms
- The majority of advisers wish to stay and grow the existing client bank
For more information please call 01765 698 699 and quote the reference number 30551
Current turn over circa: £30,000
Offers over: £105,000
Established: 15 to 20 years
Gross Recurring Revenue: 30-50k
Number of staff: 1
Locations: Norfolk
Additional Notes:
Micro-Practice, Norfolk Based IFA Managing 40 Households Bringing in £30,000 Recurring Income
For more information please call 01765 698 699 and quote the reference number 30546
Current turn over circa: £250,000
Offers over: £725,000
Established: 20 to 25 years
Gross Recurring Revenue: 200-300k
Number of staff: 1 to 3
Locations: Suffolk
Additional Notes:
Suffolk Practice Managing c.£40m FUM Under Management With c.100 Households
Two Principals within the Practice both looking to step back within 6-12 months and facilitate a smooth handover of clients
For more information please call 01765 698 699 and quote the reference number 30538
Current turn over circa: £4,000,000
Offers over: £11,000,000
Established: 20 to 25 years
Gross Recurring Revenue: More than 2m
Number of staff: 20 to 50
Additional Notes:
Hub Business in the South East Managing £400m FUM of assets and a Net Profit Line of £1.8m
- The Practice has a current maintainable profit margin of 45%
The Practice currently outsources all client investments to a discretionary fund management house who are charging between 20-100bps points.
For more information please call 01765 698 699 and quote the reference number 30536
Current turn over circa: £300,000
Offers over: £750,000
Established: 10 to 15 years
Gross Recurring Revenue: 200-300k
Number of staff: 1 to 3
Locations: Greater London
Additional Notes:
North London Single Adviser Practice Managing c.£20m Funds Under Management With and Average Client Portfolio of c.£300,000
No staff are currently planning to continue in the business.
For more information please call 01765 698 699 and quote the reference number 30525
Current turn over circa: £650,000
Offers over: £2,200,000
Established: 20 to 25 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 1 to 3
Locations: Berkshire
Additional Notes:
High Net Worth IFA Practice with c.£500k Average Client Size and Recurring Income of Over £600k.
- Principle wishes to remain in the business and partly capitalise.
- The sale would be structured as an asset sale.
- Maintainable profit in the business c.£350,000 after adviser costs have been factored in.
For more information please call 01765 698 699 and quote the reference number 16100
Current turn over circa: £420,000
Offers over: £1,300,000
Established: 15 to 20 years
Gross Recurring Revenue: 300-500k
Number of staff: 1 to 3
Locations: Essex
Additional Notes:
Higher Net Worth Practice Managing £70m FUM Currently on 0.5% Ongoing Advisor Charge.
- Principal looking to stay on in the Practice for 2-5 years on a market salary (details on request).
- Principal has no support staff in the Practice leading to an adjusted profit margin of over 60%.
- Typical client is c.£400-£500,000 in portfolio size.
For more information please call 01765 698 699 and quote the reference number 15045
Current turn over circa: £70,000
Offers over: £240,000
Established: 5 to 10 years
Gross Recurring Revenue: 50-70k
Number of staff: 0
Additional Notes: Local one man band holding £12.5m FUM generating £60,000 of recurring revenue.
Th £12.5m of FUM is accumulated through 40 households resulting in average portfolio sizes being over £300,000. These clients are highly profitable and easily intefrated into an existing IFA.
The average ongoing advisory charge is just shy of.5% meaning there is room to potentially grow on the recurring revenue through uplift, increasing the time taken for return on the investment.
For more information please call 01765 698 699 and quote the reference number 30515
Retiring IFA
Unit 6
Highfield Business Park
Ripon
North Yorkshire
HG4 2RN
01765 698 699
