IFA Buyers South West

Up front budget: £2,000,000

Current turn over circa: £1,100,000

Cash offer: Upt o 4x Recurring Revevnue

Established since: 2012

Additional Notes: This firm have acquired before and so have experience, meaning any other firm will see a smoother process with fewer pitfalls.

The business are able to take on and service lower value clients, so you won't have to split your client bank apart and will receive full value for your business.

They are looking for firms between £15m and £150m of FUM and can service clients from Exeter to Cheltenham, Berkshire and Wiltshire.

For more information please call 01765 698 699 and quote the reference number 181385 ask for Edward Thorpe

Up front budget: £200,000

Current turn over circa: £60,000

Cash offer: Up to 4x Recurring Revenue

Established since: 2003

Additional Notes: This individual has been in the industry for over 20 years, meaning you can be assured that your clients will be working with a very capable and trustworthy adviser.

They are looking to be in the industry for at least another 20 years, so your clients won't need to worry about changing adviser and can see them through retirement.

They would look to come into the business whilst making minimal disturbance, keeping the charging structure and investment proposition the same, increasing the likelihood that clients will remain post-sale.

Ideally the targeted business would be based in Surrey, Sussex or Hampshire.

For more information please call 01765 698 699 and quote the reference number 181384 ask for Edward Thorpe

Up front budget: £250,000

Current turn over circa: £550,000

Cash offer: 3.5X 50/25/25

Established since: 1998

Locations: Pembrokeshire

Additional Notes: Well-established Welsh IFA firm actively seeking acquisition opportunities in Pembrokeshire.

The firm offers both bespoke financial planning and MPS solutions, tailored to client needs. Clients can be serviced face-to-face or remotely, depending on preference.

With cash available in the business, they are well-positioned to proceed with the right opportunity.

For more information please call 01765 698 699 and quote the reference number 181359 ask for Edward Thorpe

Up front budget: £350,000

Current turn over circa: £900,000

Cash offer: Up to 4x Recurring Revenue

Established since: 2015

Locations: West Glamorgan

Additional Notes: They have an excellent track record of acquisitions with 97% retention rate from their previous purchases.

This firm has cash in the business to purchase IFA's and can pay up to 4x recurring revenue, providing the opportunity to realise a significant premium.

For more information please call 01765 698 699 and quote the reference number 181349 ask for Edward Thorpe

Up front budget: £500,000

Current turn over circa: £1,500,000

Cash offer: Up to 4x Recurring

Established since: 2008

Locations: Dorset

Additional Notes: A highly professional Chartered Advisory Firm with a proven acquisition track record and a supportive approach to post-sale transitions. This is an ideal opportunity for Principals seeking a clean exit or a phased handover while staying meaningfully involved.

Sellers have the option to remain as employed advisers — full- or part-time — and gradually transition their client bank at a pace that suits both parties, ensuring continuity and a smooth client experience.

The firm has retained over 98% of clients from past acquisitions, with further uplift on deferred payments thanks to strong organic growth post-sale. With a highly qualified internal team — including Chartered advisers, paraplanners, and compliance staff — sellers can be confident their clients will continue receiving top-tier advice and care.

For more information please call 01765 698 699 and quote the reference number 181322 ask for Edward Thorpe

Up front budget: £500,000

Current turn over circa: £1,750,000

Cash offer: Up to 5x RI

Established since: 2005

Locations: South Glamorgan

Additional Notes: With offers of up to 5x recurring income, the purchaser provides a highly competitive multiple, significantly above market average.

Whether you're seeking a short-term retirement or wish to remain involved as an adviser, the purchaser offers adaptable options to suit your plans.

No changes are required to existing client investment propositions, ensuring a seamless transition with minimal disruption and strong retention.

For more information please call 01765 698 699 and quote the reference number 181320 ask for Edward Thorpe

Up front budget: £1,000,000

Current turn over circa: £2,000,000

Cash offer: Up to 4x Recurring Revenue

Established since: 2000

Additional Notes: Having been passed down generations, this business has a history of delivering quality service to it's clients, and is looking to continue doing so for the next 15-20 years at least.

For more information please call 01765 698 699 and quote the reference number 181316 ask for Edward Thorpe

Up front budget: £200,000

Current turn over circa: £1

Cash offer: Up to 4x Recurring Revenue

Established since:

Additional Notes: The principle has been in the industry for nearly 15 years, and with plans to remain in the business for up to 20 years, your clients won't have to worry about changing advisers further down the line.

For more information please call 01765 698 699 and quote the reference number 181265 ask for Edward Thorpe

Up front budget: £800,000

Current turn over circa: £500,000

Cash offer: Up to 4x Recurring Revenue

Established since: 2022

Additional Notes: Offering up to 4x recurring revenue, this firm will be competitive on valuations.

Happy to keep on the principle or advisers as well as other staff members, allowing continuity within the business.

This company has experience in acquisitions and funding in place, which will lead to a smoother sale process.

For more information please call 01765 698 699 and quote the reference number 181243 ask for Edward Thorpe

Up front budget: £5,000,000

Current turn over circa: £100,000,000

Cash offer: Up to 4.5x Recurring Revenue

Established since: 2012

Additional Notes: Having acquired 8 times previously, you and your clients will be working with a firm who have a proven smooth process in place, leading to fewer problems along the way and higher client retention.

This firm has an option for all clients meaning you will receive value on all clients within your business.

For more information please call 01765 698 699 and quote the reference number 181150 ask for Edward Thorpe

Up front budget: £10,000,000

Current turn over circa: £45,000,000

Cash offer: Up to 9x EBITDA

Established since: 2006

Additional Notes: Having acquired 13 times over the last decade, this firm are very experienced in acquisitions ensuring a smooth process and transition for you and your clients.

They will maintain your charging structure for the first two years, again allowing a smooth transition as your clients wont be spooked by uplifted costs.

You will see a full revaluation on entry multiple at the end of the second year, meaning you get full benefit of growth over the two year earnout.

For more information please call 01765 698 699 and quote the reference number 181018 ask for Edward Thorpe

Up front budget: £500,000

Current turn over circa: £1,300,000

Cash offer: Up to 4x Recurring Revenue

Established since: 2005

Locations: Somerset

Additional Notes: - Seeking a firm below £150k in recurring revenue to expand their office.
- Happy to keep the existing principle on to continue advising, improving client retention.

For more information please call 01765 698 699 and quote the reference number 90732 ask for Edward Thorpe

Up front budget: £250,000

Current turn over circa: £130,000

Cash offer: Up to 4x Recurring Revenue

Established since: 2018

Locations: Somerset

Additional Notes: This advisor has plenty of capacity for additional clients, so you can be sure they will be very well looked after.

They are happy to keep your clients on their existing investment proposition, at least for the earn out period, ensuring maximum client retention.

For more information please call 01765 698 699 and quote the reference number 180966 ask for Edward Thorpe

Up front budget: £600,000

Current turn over circa: £600,000

Cash offer: Up to 4x RI

Established since: 2008

Additional Notes: With coverage throughout south and west Wales, your clients will have their face-to-face service continued.

Will take on low-value clients.

For more information please call 01765 698 699 and quote the reference number 179632 ask for Edward Thorpe

Up front budget: £2,000,000

Current turn over circa: £7,000,000

Cash offer: 4x

Established since: 2010

Locations: Bristol

Locations: Bristol

Additional Notes: A premium offer will be available to Practices of the following profile:
. A good trading history and good local reputation
. Average household portfolio above 3500,000
. AUA Between £20m - £150m

For more information please call 01765 698 699 and quote the reference number 180690 ask for Edward Thorpe

Up front budget: £1,000,000

Current turn over circa: £800,000

Cash offer: Up to 4x Recurring Revenue

Established since: 2002

Additional Notes: With coverage throughout the South-West and a proposition for everyone, a quality service can be provided for all cluents.

For more information please call 01765 698 699 and quote the reference number 180675 ask for Edward Thorpe

Up front budget: £1,000,000

Current turn over circa: £2,500,000

Cash offer: Up to 4.3x Recurring Revenue

Established since: 2009

Locations: Dorset

Additional Notes: Having acquired 7 times previously, you can be certain that you and your clients will be in safe hands by chartered advisors.

For more information please call 01765 698 699 and quote the reference number 180440 ask for Edward Thorpe

Up front budget: £200,000

Current turn over circa: £600,000

Cash offer: Up to 4x Recurring Revenue

Established since: 2017

Locations: Devon

Locations: Exeter

Additional Notes: Would look for the principle to remain within the business, seeking to maximise client retention.

Premiums will be paid for firms below £20m FUM, with average portfolio sizes per-household above £250k.

For more information please call 01765 698 699 and quote the reference number 180070 ask for Edward Thorpe

Up front budget: £500,000

Current turn over circa: £750,000

Cash offer: Up to 4x Recurring Revenue

Established since: 1982

Locations: Devon

Locations: Exeter

Additional Notes: Having acquired twice previously with 100% client retention in the latest acquisition, you can be sure your clients are in safe hands and you will receive the maximum payment.

Established over 40 years ago, this firm have a strong track record of client satisfaction.

For more information please call 01765 698 699 and quote the reference number 180047 ask for Edward Thorpe

Up front budget: £1,000,000

Current turn over circa: £3,000,000

Cash offer: Up to 4x Recurring Income

Established since: 2007

Locations: Somerset

Locations: Bristol

Additional Notes: Having acquired 5 times previously, you can be sure you are in safe hands with an experienced acquirer.

Premiums paid for average potfolios above £350k per household.

For more information please call 01765 698 699 and quote the reference number 180033 ask for Edward Thorpe