IFA Buyers London & South East

Up front budget: £10,000,000

Current turn over circa: £4,000,000

Cash offer: Up to 12x EBITDA

Established since: 2017

Additional Notes: As an IFA, there are no mandates to shift assets onto a particular platform/provider, meaning there will be minimal disruption for clients.

With young directors, this business plans to keep running for at least the next 15-20 years, so your clients can maintain their relationship with the same business through their retirement.

Premiums will be paid for business with assets in excess of £150m FUM.

For more information please call 01765 698 699 and quote the reference number 181421 ask for Edward Thorpe

Up front budget: £500,000

Current turn over circa: £600,000

Cash offer: 4.5X recurring income

Established since: 8

Locations: Greater London

Locations: London

Additional Notes: This acquirer can provide high levels of continuity, with options to retain staff, offices and principals. This will lead to a reduced daily change for the clients and increased retention.

They are looking for a smaller acquisition for their first, so would be interested in firms with £25m AUM or less.

For more information please call 01765 698 699 and quote the reference number 181414 ask for Edward Thorpe

Up front budget: £10,000,000

Current turn over circa: £5,000,000

Cash offer: Up to 8x Adjusted EBITDA

Established since: 2011

Additional Notes: This firm are looking for businesses above £300m FUM throughout the UK and will pay a premium for firms with average household values above £500k.

Although they have their own competitive products, there will be no shoehorning of client assets, so your clients can remain with their existing providers which will help with client retention.

For more information please call 01765 698 699 and quote the reference number 181398 ask for Edward Thorpe

Up front budget: £40,000,000

Current turn over circa: £150,000,000

Cash offer: Up to 4x Recurring Revenue

Established since: 1987

Additional Notes: This firm already has vast experience acquiring IFA's, so you can be confident that you and your clients are in safe hands and are more likely to receive your deferred payments.

As a whole of market IFA, there is no pressure to move your client assets onto a particular provider/platform, increasing the simplicity of the client journey.

For more information please call 01765 698 699 and quote the reference number 181382 ask for Edward Thorpe

Up front budget: £2,500,000

Current turn over circa: £250,000

Cash offer: Up to 4.5x RI

Established since: 2019

Locations: Greater London

Additional Notes: Strong cash reserves enable offers up to 70% of the total sale value upfront.

Adviser presence already established across Southern England, enabling face-to-face continuity across a wide geography.

Advisers and staff can be retained, with the acquirer keen to preserve trusted relationships and existing servicing models

No intention to change platforms, funds or client-facing structures, meaning minimal disruption to the end client.

This acquirer is ideal for a principal seeking a smooth transition with minimal disruption to clients and staff.

For more information please call 01765 698 699 and quote the reference number 181364 ask for Edward Thorpe

Up front budget: £2,000,000

Current turn over circa: £500,000

Cash offer: Up to 4x Recurring Revenue

Established since: 2017

Locations: Greater London

Additional Notes: This firm can enable advisers a quick exit within 12 months, or a longer term agreement to ensure that there is relationship continuity and minimal disruption to clients.

They have rare flexibility in their deals structures such as performing equity swaps, enabling more competitive offers for sellers seeking to maximise their value.

They are open to acquiring firms with lower average client values, ideal for sellers with broad client bases or mixed books.

For more information please call 01765 698 699 and quote the reference number 181361 ask for Edward Thorpe

Up front budget: £5,000,000

Current turn over circa: £1,500,000

Cash offer: Up to 4x Recurring Revenue

Established since: 1995

Additional Notes: This firm has already acquired 12 firms, ensuring they are able to provide a smooth process for you and your clients.

The company has financing secured, meaning you won't be let down at the last minute due to funding.

They are a regional firm who are whole of market, ensuring a client-first approach and minimal disruption to their investment proposition.

For more information please call 01765 698 699 and quote the reference number 181356 ask for Edward Thorpe

Up front budget: £60,000,000

Current turn over circa: £1,000,000

Cash offer: 10x EBITDA

Established since: 2025

Additional Notes: This firm already has a foothold in England and are looking for further locations, so whether you are close to an existing office or not, they will have a solution for you and your business.

You can earn enhanced multiples based on EBIT performance post-sale, rising above 10x EBITDA.

The firm is well-backed financially, so you won't have to worry about someone backing out of a transaction due to a lack of finance.

For more information please call 01765 698 699 and quote the reference number 181344 ask for Edward Thorpe

Up front budget: £2,000,000

Current turn over circa: £0

Cash offer: 3x-4.5x RI

Established since:

Locations: Greater London

Additional Notes: Principals can remain in the business and maintain operational control, whilst receiving a salary and their lump sum.

Acquired firms will have access to growth capital and can receive bonuses for expansion of the business.

The sellers will have say over which advisers take over the client bank when they are ready to step back.

There is the unusual opportunity for a share purchase of the business.

For more information please call 01765 698 699 and quote the reference number 181343 ask for Edward Thorpe

Up front budget: £10,000,000

Current turn over circa: £3,000,000

Cash offer: Up to 4.5x Recurring Revenue

Established since: 2020

Additional Notes: This business already has offices and clients throughout the country, meaning your clients will have an adviser close to them.

They will pay up to 70% up front, minimising the risk you will take from a sale.

They have completed on over 30 acquisiitons, maning you and your clients are in safe hands and ensuring maximum client retetnion.

For more information please call 01765 698 699 and quote the reference number 181334 ask for Edward Thorpe

Up front budget: £300,000

Current turn over circa: £300,000

Cash offer: 300000

Established since: 2023

Locations: Surrey

Locations: Kingston upon Thames

Additional Notes: This firm offers fully independent advice across the entire market. Ideal for acquirers who value flexibility and client-first service models.

With a strong presence in the Greater London area, this firm has earned the trust of clients through their proven service and capabilities, giving you peace of mind your own portfolio will be in good hands going forward.

For more information please call 01765 698 699 and quote the reference number 181330 ask for Edward Thorpe

Up front budget: £300,000

Current turn over circa: £120,000

Cash offer: 300000

Established since: 2020

Locations: Greater London

Locations: Kingston upon Thames

Additional Notes: My client is a well-established practice coming back to the market with plans to accelerate growth by partnering with like-minded, client-focused firms that prioritise caring for their team and clients.

With available cash, this practice is able to act swiftly without the delays typically associated with bank financing, providing you with confidence in the security and reliability of your deal.

A wide range of additional services will be available to your clients tailored to meet their specific needs.

For more information please call 01765 698 699 and quote the reference number 181309 ask for Edward Thorpe

Up front budget: £250,000

Current turn over circa: £0

Cash offer: Up to 4x Recurring Revenue

Established since:

Additional Notes: This is a unique opportunity where a highly experienced IFA is looking to take over a smaller IFA practice, keeping the investment proposition and charging structure the same while allowing a smooth transition for your clients.

For more information please call 01765 698 699 and quote the reference number 181307 ask for Edward Thorpe

Up front budget: £1,000,000

Current turn over circa: £3,500,000

Cash offer: Up to 4x Recurring Revenue

Established since: 2011

Locations: Hertfordshire

Additional Notes: Having already grown to over £600m FUM, this business have had great success and are well placed to continue this in the coming years.

This firm have already acquired several businesses, so have good experience and can use this to ensure a smooth process for you and your clients.

For more information please call 01765 698 699 and quote the reference number 180771 ask for Edward Thorpe

Up front budget: £200,000

Current turn over circa: £100,000

Cash offer: Up to 4x Recurring Revenue

Established since: 2006

Additional Notes: Having been an adviser for over 20 years, this individual is very experienced and would be a safe home for your clients.

With a small client bank currently, there is capacity for more clients to be well serviced.

For more information please call 01765 698 699 and quote the reference number 181251 ask for Edward Thorpe

Up front budget: £2,000,000

Current turn over circa: £5,000,000

Cash offer: Up to 4.5x Recurring Revenue

Established since: 2023

Locations: Greater London

Additional Notes: This business is looking for an IFA firm where the principle is looking to continue advising for 3+ years, meaning you can have a phased exit from the business and reduce back-office/compliance work.

They will keep your investment proposition and charging structure the same, ensuring a smooth transition for your clients and maximum retention.

For more information please call 01765 698 699 and quote the reference number 179905 ask for Edward Thorpe

Up front budget: £1,500,000

Current turn over circa: £400,000

Cash offer: Up to 4x Recurring Revenue

Established since: 2021

Additional Notes: This firm are a new entrant to the market, having previously ran another successful IFA business. From this, they have extensive knowledge and experience of acquisitions and operating an IFA, leading to a smooth and professional experience.

They don't have a CIP and aren't wedded to one platform/provider, so would be happy to keep your current investment propostion.

For more information please call 01765 698 699 and quote the reference number 181099 ask for Edward Thorpe

Up front budget: £2,000,000

Current turn over circa: £2,000,000

Cash offer: Up to 4x Recurring Revenue

Established since: 2000

Additional Notes: With 60 advisers and many of them chartered, you can be sure of a quality, local adviser to look after your clients.

As they are whole of market and can hold platforms off-panel, as well as a tiered charging structure from 0.5-1%, they are happy to keep the proposition for the client the same, leading to maximum client retention.

For more information please call 01765 698 699 and quote the reference number 181098 ask for Ben Spratt

Up front budget: £400,000

Current turn over circa: £300,000

Cash offer: Up to 4.25x Recurring Revenue

Established since: 2020

Locations: West Sussex

Additional Notes: Having already acquired, this principle is experienced in the process which will lead to a smooth process and transition.

At £40m AuA, this regional firm will provide an intimate and caring service for your clients.

For more information please call 01765 698 699 and quote the reference number 179926 ask for Edward Thorpe

Up front budget: £1,000,000

Current turn over circa: £600,000

Cash offer: Up to 4.3x RI

Established since: 2017

Locations: Kent

Additional Notes: This regional firm has successfully built up a large cash amount ready for an acquisition on a local IFA.

For more information please call 01765 698 699 and quote the reference number 180665 ask for Edward Thorpe