IFA for Sale South West

Current turn over circa: £460,000

Offers over: £1,600,000

Established: More than 35 years

Gross Recurring Revenue: 300-500k

Number of staff: 1 to 3

Locations: Oxfordshire

Additional Notes:
Profitable Wealth Management Firm with c.£90m FUM, and Ongoing Charge of 0.5% Ongoing with Zero Risky Products Offered Since Establishment

The high level of profitability can be partly accredited to a very high level (over 90%) of clients traveling to the office for annual reviews. This model is highly portable and any acquirer will be able to service the clients efficiently, eliminating the need for traveling thus saving both time and money. The typical client portfolio consists of over £300k with the vast majority of clients being profitable and still in the accumulation phase.

This business represents huge opportunity for both uplift and growth within the existing client base with a lower average ongoing fee and a huge amount of natural growth within the large number of younger clients.

For more information please call 01765 698 699 and quote the reference number 30319

Current turn over circa: £350,000

Offers over: £960,000

Established: 10 to 15 years

Gross Recurring Revenue: 200-300k

Number of staff: 1 to 3

Locations: Bath

Additional Notes:

Local Wealth Management Practice Housing £53m FUM, an Ongoing Advisory Charge of c.0.5% and a Client-Office Serving Model.

Rare opportunity to acquire a fantastically profitable Practice established over a decade ago with zero complaints made since inception. The high level of profitability can be partly accredited to a very high level (over 95%) of clients traveling to the office for annual reviews. This model is highly portable and any acquirer will be able to service the clients efficiently, eliminating the need for traveling thus saving both time and money.

With an average client portfolio size of £300K+, this business has the ability to drastically increase an acquirer’s FUM with relatively little extra cost, adding an estimated c.£250 of profit to your bottom line. 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 30288

Current turn over circa: £250,000

Offers over: £510,000

Established: 5 to 10 years

Gross Recurring Revenue: 100-150k

Number of staff: 1

Locations: Bristol

Additional Notes:
Bristol Centered, Portable Client Bank of £15m FUM with the Majority of Clients Being Small Business Owners and no Liability Being assumed by the Acquiring Party.

The typical age of the Business Owner Client is c.50-55 with the vast majority of clients still in accumulation. The client bank is accumulating c.£0.5m FUM year on year due to the younger demographic and represents a book with many decades of Cash Flow remaining within the client bank.

The business has been newly directly authorised with no liability assumed by the acquiring party.

For more information please call 01765 698 699 and quote the reference number 30287

Current turn over circa: £90,000

Offers over: £195,000

Established: 10 to 15 years

Gross Recurring Revenue: 50-70k

Number of staff: 1

Locations: Devon

Additional Notes: Circa 115 Households sub 60 average age with many contributing. Client Relationships in excess of 8 years so a warm handover can be provided to ensure maximum retention.

For more information please call 01765 698 699 and quote the reference number 30260

Current turn over circa: £30,000

Offers over: £100,000

Established: 10 to 15 years

Gross Recurring Revenue: 30-50k

Number of staff: 1

Locations: Oxfordshire

Additional Notes: Oxfordshire IFA client bank, £4m in Funds under management, £30,000 of Recurring Revenue, only 30 clients, offers invited above £100,000 for a goodwill and asset sale. Looking for a minimum of 50% deposit and deferred payment over 12 to 24 months. Primarily, my client gives advice on Investment and Pensions and is more than happy to give a warm handover of these loyal clients to ensure an easy transition to a new company.

For more information please call 01765 698 699 and quote the reference number 30021

Current turn over circa: £160,000

Offers over: £395,000

Established: 10 to 15 years

Gross Recurring Revenue: 100-150k

Number of staff: 1

Locations: Buckinghamshire

Additional Notes: Recent DA business available for share purchase circ 80/90 households with average portfolios of £240k plus seeking extended handover to 3 years

For more information please call 01765 698 699 and quote the reference number 30215

Current turn over circa: £ 60,000

Offers over: £ 187,500

Established: 3 to 5 years

Gross Recurring Revenue: 30-50k

Number of staff: 1

Locations: Gloucestershire

Additional Notes: - Over £500k average portfolio size
- Looking for a deal over 12 months with 50% upfront.
- 3.75x recurring revenue as a minimum.
- Goodwill and asset purchase.

For more information please call 01765 698 699 and quote the reference number 30193

Current turn over circa: £ 350,000

Offers over: £ 1,000,000

Established: 10-1 years

Gross Recurring Revenue: 200-300k

Number of staff: 3-5

Locations: Cardiff,Swansea

Additional Notes: Well established business with portfolios on average of circa £275k. Investment Bias and average ongoing fees of under 0.5%.

For more information please call 01765 698 699 and quote the reference number 30142

Current turn over circa: £ 500,000

Offers over: £ 900,000

Established: 15-2 years

Gross Recurring Revenue: 200-300k

Number of staff: 1-3

Locations: Swansea

Additional Notes: Unique opportunity to acquire a Directly Authorised practice established for 20 years with zero compliance or regulatory issues.

The majority of clients are within a 20-mile radius of the office with circa 20% attending the offices for annual client reviews.

My client typically charges 0.5% ongoing providing opportunity for uplift where an enhanced proposition could be offered.

For more information please call 01765 698 699 and quote the reference number 30051