Current turn over circa: £200,000
Offers over: £400,000
Established: 10 to 15 years
Gross Recurring Revenue: 100-150k
Number of staff: 0
Additional Notes: Wiltshire Directly Authorised firm for sale, £200k of Turnover, over £100k of recurring income from 60 loyal clients and over £20 million in FUM.
Over the course of the last decade my client has built up not just a client bank, but also a sustainable business which has an exemplary compliance and regulatory record as they have conducted no risky products.
The business charges 0.6% on an ongoing basis and the average client has in excess £275k. Therefore, all clients are worth seeing and profitable in their own right, with the possibility of uplift over time.
My client is looking to stay on for a period of 2 years to ensure a true handover, maintaining high levels of client retention before exiting the industry.
For more information please call 01765 698 699 and quote the reference number 16326
Current turn over circa: £400,000
Offers over: £1,500,000
Established: 5 to 10 years
Gross Recurring Revenue: 300-500k
Number of staff: 0
Locations: Oxfordshire
Additional Notes: Oxfordshire based firm housing £70m FUM with an ongoing advisory charge of .5%
Established IFA with long term client relationships of 20 years plus is now seeking a safe pair of hands for his loyal client base. Unique in the fact that majorty of the clients are serviced remotely and do not require the face to face approach.
60% of the business is comprised of investments and 40% pensions with the average client portfolio size being £250k.
Fantastically vanilla IFA conducting no risky products thus, minimising the liability and maintaining a consistently low PI cost.
For more information please call 01765 698 699 and quote the reference number 30451
Current turn over circa: £600,000
Offers over: £1,650,000
Established: 15 to 20 years
Gross Recurring Revenue: 300-500k
Number of staff: 1 to 3
Locations: Coventry
Additional Notes:
IFA Practice Housing £80m FUM, c.200 Households and an Average Ongoing Charge of 0.6%
- Both advisory and support staff would remain in the Practice
- All client information is stored electronically on Intelligent Office
- Average client size c.£400k with 90% of clients coming to the office
For more information please call 01765 698 699 and quote the reference number 30450
Current turn over circa: £1,100,000
Offers over: £2,850,000
Established: 20 to 25 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 10 to 20
Locations: Hampshire
Additional Notes:
Bespoke IFA Practice Managing £110m FUM, Succession Planning Within the Practice and An Average Client Size of Over £300,000
- The Practice is growing organically at c.£10-15m FUM per year
- Succession planning built into the practice with advisers currently in training
- 95% of the funds are held on two platforms
The practice is based in South Hampshire
For more information please call 01765 698 699 and quote the reference number 30448
Current turn over circa: £160,000
Offers over: £540,000
Established: 20 to 25 years
Gross Recurring Revenue: 100-150k
Number of staff: 1
Locations: Bath
Additional Notes: Bath Based Practice Managing c.£30m FUM, and Ongoing Charge of c.0.5% with 75% of clients Within 1 Hours Drive
- Principals looking for a handover of 3-6 months
- Zero risky products within the limited company
- All files electronic and on a back office
For more information please call 01765 698 699 and quote the reference number 30436
Current turn over circa: £275,000
Offers over: £850,000
Established: 30 to 35 years
Gross Recurring Revenue: 200-300k
Number of staff: 1 to 3
Locations: Gloucestershire
Additional Notes: Local IFA housing 35m FUM with no excess liability and an average advisory charge of .6% and an average client portfolio size being £200,000
Rare opportunity to acquire a fantastically profitable Practice established over two decades ago. The high level of profitability can be partly accredited to the fact there is no office expenses and the fact that majority of the clients are very local and met once a year f2f.
This is a fantastically vanilla IFA where no risky products have been conducted what so ever. This contributes to a very steady and low level of PI being paid out annually. The average client portfolio size is £200,000 meaning all clients are worth seeing as they are all profitable in their own right.
For more information please call 01765 698 699 and quote the reference number 30431
Current turn over circa: £115,000
Offers over: £310,000
Established: 10 to 15 years
Gross Recurring Revenue: 70-100k
Number of staff: 1
Locations: Worcestershire
Additional Notes: Unique wealth management acquisition opportunity housing £10m FUM comprised of high net worth clients and is Directly Authorised.
90% of clients are within an hour drive thus ensuring highly efficient servicing, increasing cash flow for the acquire and minimising time spent traveling.
The Practice has an average client portfolio holding of £250,000, ensuring every single client is profitable and high margin.
For more information please call 01765 698 699 and quote the reference number 30428
Current turn over circa: £350,000
Offers over: £950,000
Established: 25 to 30 years
Gross Recurring Revenue: 300-500k
Number of staff: 1 to 3
Locations: Dorset
Additional Notes:
Boutique IFA Housing £40m Funds Under Management of High Net Worth Clients
- Average Household close to c.£500,000 in Portfolio Size
- Two advising Principles in the business looking for a phased
handover
- Little Infrastructure/Staff that would continue on in the
Practice
For more information please call 01765 698 699 and quote the reference number 30426
Current turn over circa: £450,000
Offers over: £1,150,000
Established: 25 to 30 years
Gross Recurring Revenue: 300-500k
Number of staff: 1 to 3
Locations: Cornwall
Additional Notes:
Cornwall IFA Practice Turning Over c.£450,000 With No Liability to Be Taken On From The Purchaser
- Principal is looking for a phased handover in order to
properly bed in clients
- Partially built in succession within the Practice
For more information please call 01765 698 699 and quote the reference number 30423
Current turn over circa: £500,000
Offers over: £1,100,000
Established: 20 to 25 years
Gross Recurring Revenue: 300-500k
Number of staff: 3 to 5
Locations: Swansea
Additional Notes:
South Wales Client Bank Purchase of c.£65m FUM Generating £350,000 in Recurring Income
For more information please call 01765 698 699 and quote the reference number 29979
Current turn over circa: £1,200,000
Offers over: £2,500,000
Established: 25 to 30 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 5 to 10
Locations: Somerset
Additional Notes: South Somerset Based Wealth Management Practice Managing £112m FUM, an Average Ongoing Advisory Charge of 0.55% and a Strong, In-House DFM
- Built in succession within all departments in the Practice
- Very limited exposure to risky products
For more information please call 01765 698 699 and quote the reference number 30418
Current turn over circa: £140,000
Offers over: £410,000
Established: 10 to 15 years
Gross Recurring Revenue: 100-150k
Number of staff: 1 to 3
Locations: Bristol
Additional Notes:
Boutique IFA Managing £20m FUM Across 30 Households with an Average Ongoing Adviser Charge of 0.5%
- The top 4 clients of this Practice have a net-worth of c.£70m with the IFA managing some of the wealthiest clients in the region.
- The principal is looking for a 6-9 month handover with no other staff/offices to join the aquiring firm.
The purchaser will ideally be Chartered with several well qualified IFA's to continue the relationships.
For more information please call 01765 698 699 and quote the reference number 30415
Current turn over circa: £240,000
Offers over: £550,000
Established: 5 to 10 years
Gross Recurring Revenue: 150-200k
Number of staff: 0
Locations: Cornwall
Additional Notes: Cornwall based practice generating £240k turnover, housing £25m FUM and maintaining £140,000 in net profit with the principal offering to stay on for a couple of years.
Rare opportunity with vast majority of clients in the accumulation stages of their wealth. The firm has also developed intergenerational planning within the client bank to ensure longevity of funds and clients.
The practice has zero exposure to liabilities, there is no staff to be taken on and an average .75% ongoing advisor charge.
For more information please call 01765 698 699 and quote the reference number 30409
Current turn over circa: £250,000
Offers over: £750,000
Established: 15 to 20 years
Gross Recurring Revenue: 150-200k
Number of staff: 1 to 3
Locations: Gloucestershire
Additional Notes:
South Wales Based IFA Managing £40m FUM, Several Million Pound Clients and An Ongoing Adviser Charge of 0.5%
The firm's client bank is extremely local with over 95% of clients within 1 hours drive. The business is thus highly portable and any acquirer will be able to service the clients efficiently, eliminating the need for excessive traveling and heightening cash flow generation of the acquisition.
The business has done virtually zero risky products and thus there is very limited liability within business.
For more information please call 01765 698 699 and quote the reference number 30403
Current turn over circa: £200,000
Offers over: £445,000
Established: 10 to 15 years
Gross Recurring Revenue: 100-150k
Number of staff: 1 to 3
Locations: Cardiff
Additional Notes:
Cardiff Based Wealth Management Practice Housing £22m FUM, An Ongoing Charge of 0.6% and No Risky Products Within The Practice
The average age of clients is between 50-55 meaning the recurring income is naturally growing over time as 90% of Households are still in accumulation.
For more information please call 01765 698 699 and quote the reference number 30391
Current turn over circa: £2,800,000
Offers over: £8,400,000
Established: 10 to 15 years
Gross Recurring Revenue: More than 2m
Number of staff: 5 to 10
Locations:Somerset
Additional Notes: IFA Managing £350m FUM Based In The South West, £2.5m in Recurring Income With Succession Planning in Place Within The Practice
- All RI's are employed and either Chartered or Fellowship Status Financial Planners
- 85% of Funds Under Management can be moved to a purchaser's DFM in a short time window post acquisition
- Succession plan in place as junior advisers are training up to replace Retiring Principles Client Bank
For more information please call 01765 698 699 and quote the reference number 30389
Current turn over circa: £200,000
Offers over: £430,000
Established: 20 to 25 years
Gross Recurring Revenue: 100-150k
Number of staff: 3 to 5
Locations: Cornwall
Additional Notes:
Truro Based Practice With £30m FUM, 0.4-0.6% Ongoing Charge and All Clients Local to The Truro and Plymouth Area
The Principal is looking to remain in the Practice and continue to expand current operations. The firm will ideally have paraplanning resources and potentially more to offer in the way of products/operations to be able to increase ongoing income over time.
For more information please call 01765 698 699 and quote the reference number 30357
Current turn over circa: £500,000
Offers over: £760,000
Established: 15 to 20 years
Gross Recurring Revenue: 200-300k
Number of staff: 1-3
Locations: Swansea
Additional Notes:
Retirement Sale: Very Profitable IFA Practice Generating c.£300,000 in profit with a Turnover of £500,000 and a Deal That Would be Structured as a Sale of The Assets and Goodwill
The Practice is brining on between 50-60 new clients a year with the infrastructure and systems in place to continue doing so post acquisition.
The acquisition of the business would be structured with no liability assumed by the acquiring party and no FCA change in control required.
For more information please call 01765 698 699 and quote the reference number 30051
Current turn over circa: £250,000
Offers over: £640,000
Established: 25 to 30 years
Gross Recurring Revenue: 150-200k
Number of staff: 1 to 3
Locations: Swansea
Additional Notes:
Profitable Swansea Based Practice Housing £20m FUM of Young, Higher-net-Worth, Professional Clients looking to Join Forces with a Regional Firm
The typical age of the Business Owner Client is c.45-55 with the vast majority of clients still in accumulation. The client bank is accumulating c.£1-2m FUM year as a result of the younger demographic and represents a book with many decades of Cash Flow remaining.
The principle has a strong preference to remain in the business and continue to grow the practice; historically c.5-7 new clients brought to the business every year. The acquisition of the business would be structured as an asset and goodwill sale, with no liability assumed by the acquiring party.
For more information please call 01765 698 699 and quote the reference number 30335
Current turn over circa: £450,000
Offers over: £1,250,000
Established: 20 to 25 years
Gross Recurring Revenue: 300-500k
Number of staff: 1 to 3
Locations: Hampshire
Additional Notes:
Fantastic South East Hampshire Based Practice Housing £70m FUM, an Average Ongoing Charge of 0.53% and Higher Net Worth Clients
The firm's client bank is extremely local with 80% of clients in a 30 miles radius. The business is thus highly portable and any acquirer will be able to service the clients efficiently, eliminating the need for excessive traveling and heightening cash flow generation of the acquisition.
The business has a high profile of clients with an average charging structure of 0.53%. The opportunity represents a significant opportunity for profit uplift given the acquiring firm can demonstrate material value (more details on request).
For more information please call 01765 698 699 and quote the reference number 30325
Retiring IFA
Unit 6
Highfield Business Park
Ripon
North Yorkshire
HG4 2RN
01765 698 699
