IFA for Sale South West

Current turn over circa: £240,000

Offers over: £480,000

Established: More than 35 years

Gross Recurring Revenue: 100-150k

Number of staff: 0

Additional Notes: Exeter based one man band managing £15m of clients assets

This firm is looking to pass on the assets and novate the policies into the acquirers business.

£130,000 of recurring income is looking to be sold by December 2021.

For more information please call 01765 698 699 and quote the reference number 30684

Current turn over circa: £150,000

Offers over: £440,000

Established: 5 to 10 years

Gross Recurring Revenue: 100-150k

Number of staff: 1

Locations: Dorset

Additional Notes: Dorset based IFA housing £20m FUM charging on average .55% ongoing. The recurring income is £110,000 with potential of uplift accelerating the return on investment.

The £20m FUM is comprised of 100 active households resulting in the average portfolio size being £200,000. This of course is a relatively small amount of profitable clients.

This retiring principal is looking for:

- A Dorset, Hampshire based practice
- A firm who will have a warm integration period where the principal will be involved in bridging the relationships
- A buyer who has the active funding or capital available

For more information please call 01765 698 699 and quote the reference number 30654

Current turn over circa: £25,000

Offers over: £80,000

Established: 10 to 15 years

Gross Recurring Revenue: <30k

Number of staff: 0

Additional Notes: £4m FUM client bank to be integrated with only 20 clients and an avergae portfolio size of over £200,000

For more information please call 01765 698 699 and quote the reference number 30615

Current turn over circa: £75,000

Offers over: £200,000

Established: 20 to 25 years

Gross Recurring Revenue: 50-70k

Number of staff: 0

Additional Notes: Local IFA housing £10m FUM with an average ongoing advisory charge of .5% looking for the right home for his clients

An asset purchase of a 130 household client bank with the average portfolio size of £75,000 with zero infrastructure and staff to be taken on board so an incredibly easy and quick transaction.

For more information please call 01765 698 699 and quote the reference number 30614

Current turn over circa: £250,000

Offers over: £700,000

Established: 10 to 15 years

Gross Recurring Revenue: 150-200k

Number of staff: 0

Additional Notes: Bristol based IFA housing £40m of clients assets with a charging structure of 0.5% looking to pass on life's work

The principle of the firm is willing to provide a warm integration period and then looking to maintain an introducer relationship.

For more information please call 01765 698 699 and quote the reference number 30580

Current turn over circa: £80,000

Offers over: £300,000

Established: 5 to 10 years

Gross Recurring Revenue: 70-100k

Number of staff: 0

Additional Notes: One man Band housing £15m of FUM derived by clients in the medical sector with an average ongoing advisory charge of .5%

This business is fantastically vanilla conducting no esoteric products, so it is a very clean book of business for an acquirer,

There are less than 50 households resulting in the average portfolio size being over £300,000

For more information please call 01765 698 699 and quote the reference number 30577

Current turn over circa: £150,000

Offers over: £420,000

Established: 15 to 20 years

Gross Recurring Revenue: 100-150k

Number of staff: 1

Additional Notes: Local IFA housing £25m FUM with an average ongoing advisory charge of .5%

One man band with no staffing or office to be taken into consideration.

Fantastically vanilla firm conducting no risky products including DB Transfers.

For more information please call 01765 698 699 and quote the reference number 30561

Current turn over circa: £800,000

Offers over: £250,000

Established: 20 to 25 years

Gross Recurring Revenue: 0.5-1m

Number of staff: 3 to 5

Locations: Devon

Additional Notes:

Retiring IFA Running a Devon Based Practice With £120m FUM and 0.5% Average Ongoing Advisory Charge

- Existing employed Financial planners wish to remain in the business and continue to grow the client bank
- No Defined Benefit or any other risky product exposure within the business
- The vast majority of clients are on 0.5% with the current advisory team happy to look at moving this

For more information please call 01765 698 699 and quote the reference number 30554

Current turn over circa: £175,000

Offers over: £540,000

Established: 10 to 15 years

Gross Recurring Revenue: 100-150k

Number of staff: 1

Additional Notes: Local one man band housing £35m of clients Funds with an average advisory charge of .4%

This firm can bring to you £35m FUM with recurring revenue of £120,000 representing a significant chance of uplift, accelerating the return on investment.

There are 150 households with an average portfolio size of over £225,000

For more information please call 01765 698 699 and quote the reference number 30543

Current turn over circa: £550,000

Offers over: £2,250,000

Established: 1 to 3 years

Gross Recurring Revenue: 300-500k

Number of staff: 1 to 3

Additional Notes: One man Band housing £90m FUM with an average advisory charge of .5% and the average client having over £750,000 in portfolio size

This firm can bring £90m worth of clients' funds which is comprised of the average client being worth over £750,000 thus highly profitable.

This client is ideally looking to stay on as a self employed advisor within the acquirers business.

For more information please call 01765 698 699 and quote the reference number 30535

Current turn over circa: £16,000

Offers over: £48,000

Established: 20 to 25 years

Gross Recurring Revenue: <30k

Number of staff: 1

Locations: Gloucestershire

Additional Notes:

Micro Client Bank Sale of c.60 Client across £3.5m of Funds Under Management

- All clients currently paying an Ongoing Advisory Charge of 0.5%
- The purchase of clients would be structured as an asset sale

For more information please call 01765 698 699 and quote the reference number 30403

Current turn over circa: £350,000

Offers over: £1,000,000

Established: 10 to 15 years

Gross Recurring Revenue: 200-300k

Number of staff: 0

Additional Notes: Asset Client Bank Sale of £45m FUM generating £250,000 of recurring revenue.

No liability to be taken on board with the 200 clients to be integrated into the existing business.

Over £150,000 average portfolio size for the client with an average age of below 60. Thus, profitable clients tha can be serviced efficiently.

For more information please call 01765 698 699 and quote the reference number 30513

Current turn over circa: £800,000

Offers over: £3,100,000

Established: 15 to 20 years

Gross Recurring Revenue: 0.5-1m

Number of staff: 3 to 5

Locations: Wiltshire

Additional Notes:

High-net-worth Practice Housing c.£100m FUM, 200 Households With an Adviser Remaining In Situe

- Located in the Wiltshire/Gloucestershire area

For more information please call 01765 698 699 and quote the reference number 30503

Current turn over circa: £130,000

Offers over: £390,000

Established: 20 to 25 years

Gross Recurring Revenue: 100-150k

Number of staff: 1

Locations: Coventry

Additional Notes:

Retirement Sale With £22m FUM and All Clients on an Ongoing Charge of 0.5%

- No infrastructure or staff to be taken onboard

For more information please call 01765 698 699 and quote the reference number 30486

Current turn over circa: £500,000

Offers over: £1,840,000

Established: 5 to 10 years

Gross Recurring Revenue: 300-500k

Number of staff: 1 to 3

Locations: West Midlands

Additional Notes: Local IFA housing £65m FUM, one man band, £450,000 recurring revenue

The average household portfolio size is over £300,000 with an average ongoing advisory charge of .9%. Thus, all clients highly profitable and worth seeing.

This is a fantastically vanilla practice as there are no esoteric products or excessive liability to be taking on board from an acquirers perspective.

For more information please call 01765 698 699 and quote the reference number 14658

Current turn over circa: £100,000

Offers over: £325,000

Established: 15 to 20 years

Gross Recurring Revenue: 70-100k

Number of staff: 1

Locations: Somerset

Additional Notes: Taunton based solely independent IFA holding £16m FUM, generating £85,000 of recurring revenue with an average client portfolio size being over £200,000

This firm has operated in a very risk adverse manor, staying away from the risky products such as DB's and VCT's and solely concentrated on servicing the clients using Model Portfolios and DFM's.

The average ongoing advisory charging structure is .5% with the principal open to uplift overtime which can result in an accelerated return on Investment.

For more information please call 01765 698 699 and quote the reference number 30465

Current turn over circa: £400,000

Offers over: £1,200,000

Established: 20 to 25 years

Gross Recurring Revenue: 200-300k

Number of staff: 1 to 3

Locations: Reading

Additional Notes:
- No risky Products have been advised to clients within the company
- Highly profitable as only 1 member of administration staff sits within the Practice alongside the Principal
- The Practice is based in the Reading Postcode with Clients sitting in the Oxford, Swindon and West Reading area

For more information please call 01765 698 699 and quote the reference number 15504

Current turn over circa: £170,000

Offers over: £550,000

Established: 15 to 20 years

Gross Recurring Revenue: 100-150k

Number of staff: 0

Locations: Berkshire

Additional Notes: Exceptionally profitable directly authorised IFA holding £25m FUM, generating £150,000 of recurring revenue with zero exposure to any risky products

This firm's clients are extremely local with 98% of all clients being within 1 hours drive, resulting in a highly portable client bank, with any acquirer being able to service the clients efficiently, eliminating the need for excessive travelling and heightening cash flow generation of the acquisition.

The practice has been established for over 15 years with no defined benefit transfer, EIS, VCT, Arch Cru or Key Data exposure and a focus on financial planning. The Practice represents one of the cleanest and most efficient business you’re likely to see anywhere on the marketplace at this time.

For more information please call 01765 698 699 and quote the reference number 30460

Current turn over circa: £320,000

Offers over: £1,050,000

Established: 15 to 20 years

Gross Recurring Revenue: 200-300k

Number of staff: 0

Locations: Wiltshire

Additional Notes: 1 man band housing £40m of clients assets with an average ongoing advisory charge of .7%, looking to remain within the business

This IFA is comprised of 100 households holding an average of over £400,000 of clients generating over £250,000 of recurring revenue. Therefore, all clients are profitable and worth seeing in themselves.

80% of the clients are within an hours drive from the office thus heightening the cash flow and efficiency of the client bank contributing to a quick return on investment.

This client has developed inter-generational planning within the client bank to mitigate the risk of elderly clients and ensure that the funds stay within the business. This client is also looking to stay on within the acquirers business in an employed capacity.

For more information please call 01765 698 699 and quote the reference number 30459

Current turn over circa: £50,000

Offers over: £150,000

Established: 5 to 10 years

Gross Recurring Revenue: 30-50k

Number of staff: 0

Locations: Bristol

Additional Notes: Local one man band IFA holding £10m of clients money based in Bristol, with an average ongoing advisory charge of .4%

Unique opportunity as the charging structure is incredibly low in the firm with the principal open to uplifting these over time. Therefore, this will heighten the return on investment and dramatically increase the recurring revenue stream generated from the acquisition.

This is a very vanilla practice with no DB transfers or any other risky products being conducted with 40% investments and 60% pensions.

The principal looking to stay on with the firm on an employed basis ideally in a salaried capacity.

For more information please call 01765 698 699 and quote the reference number 30453