Current turn over circa: £180,000
Offers over: £450,000
Established: 20 to 25 years
Gross Recurring Revenue: 100-150k
Number of staff: 1
Locations: Lincolnshire
Locations: Lincoln
Additional Notes: - Low ongoing advisor charge of 0.5% providing room for potential uplift maximising profits post acquisition.
- The average investment per household is over £200,000 and thus the vast majority of clients are profitable to service.
- The average client age is 60, providing longevity within the client book to ensue a high return on investment.
- 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 31331 ask for Edward Thorpe
Current turn over circa: £700,000
Offers over: £2,400,000
Established: 20 to 25 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 1 to 3
Locations: Tyne and Wear
Locations: Newcastle
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 £500,000 and thus the vast majority of clients are profitable to service.
- The average client age is 60, providing longevity within the client book to ensue a high return on investment.
- 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 31309 ask for Byron Snaith
Current turn over circa: £150,000
Offers over: £350,000
Established: 10 to 15 years
Gross Recurring Revenue: 100-150k
Number of staff: 0
Locations: North Yorkshire
Locations: Stockton on Tees
Additional Notes: - 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 and thus the vast majority of clients are profitable to service.
- The average client age is 60, providing longevity within the client book to ensue a high return on investment.
- 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 31263 ask for Byron Snaith
Current turn over circa: £160,000
Offers over: £375,000
Established: 15 to 20 years
Gross Recurring Revenue: 100-150k
Number of staff: 1
Locations: East Riding of Yorkshire
Locations: Stockton on Tees
Additional Notes: - The average client age is 60, providing longevity withing the client book to ensue a high return on investment.
- 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 31261 ask for Byron Snaith
Current turn over circa: £450,000
Offers over: £1,750,000
Established: 20 to 25 years
Gross Recurring Revenue: 300-500k
Number of staff: 1 to 3
Locations: West Yorkshire
Locations: Leeds
Additional Notes:
- IO Back Office
- Established for over 20 years
- Share sale
- Min deposit of 65%
For more information please call 01765 698 699 and quote the reference number 31251 ask for Byron Snaith
Current turn over circa: £350,000
Offers over: £920,000
Established: 10 to 15 years
Gross Recurring Revenue: 200-300k
Number of staff: 0
Locations: North Yorkshire
Locations: York
Additional Notes:
- The average investment per household is over £350,000 and thus the vast majority of clients are profitable to service.
- The average client age is 60, providing longevity within the client book to ensue a high return on investment.
- 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 31234 ask for Byron Snaith
Current turn over circa: £250,000
Offers over: £890,000
Established: 10 to 15 years
Gross Recurring Revenue: 150-200k
Number of staff: 1
Locations: West Yorkshire
Locations: Huddersfield
Additional Notes:
Directly Authorised Business benefits from the following:
- 350k average households
- No DBs low PI premium
- 0.6% average ongoing fees uplift potential
- Retirement Sale warm handover of 12 months
Acquirers offering to do a Share Purchase with a payment profile of 60/20/20 24 months maximum and with a local presence will be considered favourably
For more information please call 01765 698 699 and quote the reference number 31213 ask for Byron Snaith
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 ask for Byron Snaith
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 ask for Byron Snaith
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 ask for Byron Snaith
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 ask for Byron Snaith
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 ask for Byron Snaith
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 ask for Byron Snaith
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 ask for Byron Snaith
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 ask for Byron Snaith
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 ask for Byron Snaith
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 ask for Byron Snaith
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 ask for Byron Snaith
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 ask for Byron Snaith
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 ask for Byron Snaith
Retiring IFA
Unit 6
Highfield Business Park
Ripon
North Yorkshire
HG4 2RN
01765 698 699
