IFA for Sale North East & Yorkshire

Current turn over circa: £60,000

Offers over: £185,000

Established: 25 to 30 years

Gross Recurring Revenue: 50-70k

Number of staff: 0

Locations: South Yorkshire

Locations: Sheffield

Additional Notes: - Low ongoing advisor charge of 0.75% providing room for potential uplift maximising profits post acquisition.

- The average investment per household is over £190,000 and thus the vast majority of clients are profitable to service.

- 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 31204

Current turn over circa: £800,000

Offers over: £2,250,000

Established: 10 to 15 years

Gross Recurring Revenue: 0.5-1m

Number of staff: 5 to 10

Locations: North Yorkshire

Locations: York

Additional Notes: - Low ongoing advisor charge of 0.6% providing room for potential uplift maximising profits post acquisition.

- The average investment per household is over £400,000 and thus the vast majority of clients are profitable to service.

- No high-risk products have been advised in the business, reducing the liability of a potential purchase.

- Vendor is ideally looking for a buyer that would retain team members to ensure minimal disruption between the current advisor relationships.

For more information please call 01765 698 699 and quote the reference number 31174

Current turn over circa: £320,000

Offers over: £760,000

Established: 15 to 20 years

Gross Recurring Revenue: 150-200k

Number of staff: 1

Locations: South Yorkshire

Locations: Sheffield

Additional Notes: - Very low ongoing advisor charge of 0.5% providing room for potential uplift maximising profits post acquisition.

- The average investment per household is over £250,000 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.

For more information please call 01765 698 699 and quote the reference number 15341

Current turn over circa: £650,000

Offers over: £2,150,000

Established: 20 to 25 years

Gross Recurring Revenue: 300-500k

Number of staff: 3 to 5

Locations: North Yorkshire

Locations: Leeds

Additional Notes: - Low ongoing advisor charge of 0.8% providing room for potential uplift maximising profits post acquisition.

- The average investment per household is over £500,000 and thus the vast majority of clients are profitable to service.

- 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 31144

Current turn over circa: £300,000

Offers over: £500,000

Established: 10 to 15 years

Gross Recurring Revenue: 100-150k

Number of staff: 0

Locations: East Riding of Yorkshire

Locations: Sheffield

Additional Notes: Retiring IFA Managing c.£20m FUM Which Generates £140,000

- Low ongoing advisor charge of 0.7% providing room for potential uplift maximising profits post acquisition.

- 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.

- 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 31138

Current turn over circa: £600,000

Offers over: £1,400,000

Established: 20 to 25 years

Gross Recurring Revenue: 300-500k

Number of staff: 1 to 3

Locations: East Riding of Yorkshire

Locations: Sheffield

Additional Notes: - Very low ongoing advisor charge of 0.5% providing room for potential uplift maximising profits post acquisition.

- No high-risk products have been advised in the business, reducing the liability of a potential purchase.

- Vendor is ideally looking for a buyer that would retain team members to ensure minimal disruption between the current advisor relationships

For more information please call 01765 698 699 and quote the reference number 31136

Current turn over circa: £1,000,000

Offers over: £1,786,000

Established: 20 to 25 years

Gross Recurring Revenue: 300-500k

Number of staff: 1 to 3

Locations: North Yorkshire

Locations: York

Additional Notes: - Very low ongoing advisor charge of 0.4% providing room for potential uplift maximising profits post acquisition.

- 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 £225,000 and thus the vast majority of clients are profitable to service.

For more information please call 01765 698 699 and quote the reference number 28758

Current turn over circa: £120,000

Offers over: £400,000

Established: 25 to 30 years

Gross Recurring Revenue: 100-150k

Number of staff: 0

Locations: South Yorkshire

Locations: Hull

Additional Notes: - The average investment per household is over £350,000 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

For more information please call 01765 698 699 and quote the reference number 31099

Current turn over circa: £250,000

Offers over: £900,000

Established: 30 to 35 years

Gross Recurring Revenue: 200-300k

Number of staff: 1 to 3

Locations: East Riding of Yorkshire

Locations: Hull

Additional Notes: Retiring IFA Managing c.£45m FUM Which Generates £250,000 from 113 Households.

- 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 £400,000 and thus the vast majority of clients are profitable to service.

- Vendor is ideally looking for a buyer that would retain team members to ensure minimal disruption between the current advisor relationships.

For more information please call 01765 698 699 and quote the reference number 31094

Current turn over circa: £150,000

Offers over: £500,000

Established: 25 to 30 years

Gross Recurring Revenue: 100-150k

Number of staff: 0

Locations: North Yorkshire

Locations: Leeds

Additional Notes: - The average investment per household is over £200,000 making the vast majority of clients are profitable to service face two face.

- The principal is happy to engage in a 12 handover to ensure all clients are novated and given a warm introduction to the new firm.

- 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 31083

Current turn over circa: £350,000

Offers over: £1,200,000

Established: 25 to 30 years

Gross Recurring Revenue: 200-300k

Number of staff: 0

Locations: North Yorkshire

Locations: Middlesbrough

Additional Notes: North Yorkshire Retiring IFA

- 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 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 31026

Current turn over circa: £250,000

Offers over: £830,000

Established: 10 to 15 years

Gross Recurring Revenue: 200-300k

Number of staff: 0

Locations: Tyne and Wear

Locations: Newcastle

Additional Notes: Average portfolio size per household of £360,000, meaning time will be spent with high-value clients.

Average age per client of 50 which gives plenty of portfolio accumulation opportunity.

Average on-going advisor charge of 0.5, representing room for potential uplift.

For more information please call 01765 698 699 and quote the reference number 30983

Current turn over circa: £300,000

Offers over: £1,600,000

Established: 15 to 20 years

Gross Recurring Revenue: 300-500k

Number of staff: 1

Locations: North Yorkshire

Locations: Leeds

Additional Notes: Average portfolio size per household of £500,000, meaning time will be used effectively on high value clients.

Average on-going advisor charge of 0.5, providing potential for further uplift.

For more information please call 01765 698 699 and quote the reference number 30973

Current turn over circa: £200,000

Offers over: £665,000

Established: 20 to 25 years

Gross Recurring Revenue: 150-200k

Number of staff: 1

Locations: North Yorkshire

Locations: Leeds

Additional Notes: Average portfolio per household of £385,000, meaning time will not be wasted on low-value households.

Average age per household of 62, representing opportunity for the portfolio to continue to accumulate.

Average on-going advisor charge of 0.6, meaning there is room for potential uplift.

For more information please call 01765 698 699 and quote the reference number 30970

Current turn over circa: £284,000

Offers over: £597,000

Established: 15 to 20 years

Gross Recurring Revenue: 150-200k

Number of staff: 1

Locations: South Yorkshire

Locations: Epworth

Additional Notes: An average on-going advisor charge of 0.5%, leaving room for potential uplift.

Average portfolio size per household of over £210,000, meaning each client is worth investing time in.

No risky products in the business, representing a clean potential acquiition.

For more information please call 01765 698 699 and quote the reference number 15341

Current turn over circa: £475,000

Offers over: £1,500,000

Established: 15 to 20 years

Gross Recurring Revenue: 300-500k

Number of staff: 1 to 3

Locations: South Yorkshire

Locations: Sheffield

Additional Notes: Average on-going advisor charge of 0.7% meaning room for potential uplift.

Average portfolio per household of £320k, meaning time won't be wasted visiting low value clients.

No risky products in the business.

For more information please call 01765 698 699 and quote the reference number 30946

Current turn over circa: £225,000

Offers over: £625,000

Established: 5 to 10 years

Gross Recurring Revenue: 150-200k

Number of staff: 0

Locations: South Yorkshire

Locations: Bawtry

Additional Notes: Average portfolios per household above £260k meaning each client is worth investing time in.

On an average on-going advisor charge of 0.65%, leaving room for potential uplift.

No staff need to be taken on making this a clean potential acquisition.

For more information please call 01765 698 699 and quote the reference number 30942

Current turn over circa: £950,000

Offers over: £4,300,000

Established: 30 to 35 years

Gross Recurring Revenue: 0.5-1m

Number of staff: 1 to 3

Locations: West/South Yorkshire

Additional Notes:

West/South Yorkshire IFA Managing c.£135m FUM, Generating c.£850,000 in Recurring Income from 210 Households

- The average portfolio size of the business is over £500,000 with very few under £200,000

- Due to the low current running costs, the Practice will produce an approximate maintainable EBITDA of c.£600,000


To Qualify for the opportunity a Prospective purchaser will need;

- Retain the Principal for a two year period

- Have a minimum of 50-60% in cash or funding secured (or qualify for funding from our panel) of the offers over amount

For more information please call 01765 698 699 and quote the reference number 30866

Current turn over circa: £600,000

Offers over: £1,350,000

Established: 20 to 25 years

Gross Recurring Revenue: 300-500k

Number of staff: 3 to 5

Locations: Yorkshire

Additional Notes:

- The Principal is looking to remain in situe to continue to grow the business

- The Practice currently houses a junior adviser who is the natural succession planning for the Practice

- No risky products have been advised within the business

For more information please call 01765 698 699 and quote the reference number 15465

Current turn over circa: £200,000

Offers over: £300,000

Established: 10 to 15 years

Gross Recurring Revenue: 70-100k

Number of staff: 0

Locations: North Yorkshire

Additional Notes: Retiring IFA Managing c.£20m FUM Which Generates c £75,000 from 65 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.
- The acquisition of the business would be structured as an asset and goodwill sale, 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.
- The average investment per household is over £350,000 and thus the vast majority of clients are profitable to service.
- Ongoing fee charge of 0.5% so there’s room for potential uplift.

For more information please call 01765 698 699 and quote the reference number 30822