Current turn over circa: £160,000

Offers over: £575,000

Established: 25 to 30 years

Gross Recurring Revenue: 150-200k

Number of staff: 0

Locations: East Riding of Yorkshire

Additional Notes: Acquiring this firm would add c.£18m in funds across just 130 households, generating £160k in recurring income. With an average client portfolio exceeding £125k, the business is both highly profitable and clearly focused on attracting and servicing high-quality FUM.

In addition, with an average client age of only 58, the book offers exceptional longevity, with many clients expected to remain for 20 years or more.

Continuity is a key priority for the owner, who is looking for a strong IFA firm that can provide a secure home for his clients and support his son in continuing to grow his career.

For more information please call 01765 698 699 and quote the reference number 31916 ask for Byron Snaith

Current turn over circa: £600,000

Offers over: £2,000,000

Established: 10 to 15 years

Gross Recurring Revenue: 300-500k

Number of staff: 5 to 10

Locations: Cheshire

Additional Notes: Acquiring this firm would bring over £65m funds across 300 households, producing £450k in recurring income and an average client portfolio value above £215k. It's a manageable client base allows for a seamless integration, a swift and efficient bolt-on that should accelerate profitability within your existing structure from day one.

With a low average on-going adviser charge of around 0.7% is an opportunity for you to bolt on his clients and potentially see huge uplifts while significantly raising the value that you could generate from those clients.

With an average client age below 60, the client book offers strong longevity, with many expected to remain for 15 years or more.

For more information please call 01765 698 699 and quote the reference number 31915 ask for Byron Snaith

Current turn over circa: £1,000,000

Offers over: £3,500,000

Established: 15 to 20 years

Gross Recurring Revenue: 0.5-1m

Number of staff: 5 to 10

Additional Notes: This business had an average portfolio size per household above £250,000, so you will be servicing high quality clients.

With an average ongoing adviser charge of 0.6%, there is the potential for future increase in revenues.

There is an office in place, as well as advisers and back-office staff members, so this would suit either a firm in the area or someone looking to gain a presence.

For more information please call 01765 698 699 and quote the reference number 31914 ask for Byron Snaith

Current turn over circa: £100,000

Offers over: £125,000

Established: 5 to 10 years

Gross Recurring Revenue: 30-50k

Number of staff: 1 to 3

Locations: Hertfordshire

Additional Notes: This sale consists purely of clients with no staff or premises included. This enables the clients to be integrated into existing capacity without increasing costs and allows all revenue to contribute directly to the purchasing firm.

The clients have average portfolio sizes of approximately £400k which should make servicing them highly profitable, and provide similarly valuable referrals.

The selling party intends to complete a sale in the near term. A purchasing firm would therefore be able to add the clients and associated funds to their business on a short timeline with minimal delay.

The seller is seeking a purchaser who can provide a highly personal face to face service for their clients.

They would also prefer a purchaser with the capacity to provide mortgage services in order to continue supporting their mortgage clients.

For more information please call 01765 698 699 and quote the reference number 31911 ask for Edward Thorpe

Current turn over circa: £1,050,000

Offers over: £4,000,000

Established: 10 to 15 years

Gross Recurring Revenue: 0.5-1m

Number of staff: 5 to 10

Additional Notes: This firm has an average household value north of £500k, meaning you will be servicing highly profitable clients.

There are advisers, back-office staff members and an office in place who can continue post sale, so this firm would be an attractive opportunity for both local firms, and those seeking an office in this location.

For more information please call 01765 698 699 and quote the reference number 31906 ask for Edward Thorpe

Current turn over circa: £160,000

Offers over: £550,000

Established: 10 to 15 years

Gross Recurring Revenue: 100-150k

Number of staff: 1 to 3

Locations: East Midlands

Locations: Northampton

Additional Notes: Acquiring this firm would bring c.£25m in funds across 90 households, producing c.£140k in recurring income and an average client portfolio value around £270k. The business has a well-established and loyal client base, providing a strong foundation for long-term client retention and ongoing revenue stability.

With a low average on-going adviser charge of 0.6%, this is an opportunity for you to bolt on his clients and potentially see huge uplifts while significantly raising the value that you could generate from those clients.

No upheld or outstanding complaints and no risky products means peace of mind when assessing the firm’s track record and ensuring a smooth, low-risk acquisition.

For more information please call 01765 698 699 and quote the reference number 31902 ask for Edward Thorpe

Current turn over circa: £2,000,000

Offers over: £6,000,000

Established: 15 to 20 years

Gross Recurring Revenue: 1-2m

Number of staff: 10 to 20

Additional Notes: With 8 advisers in the business and a strong back-office support, the business can continue operating profitably and maintain their strong relationship with clients.

For more information please call 01765 698 699 and quote the reference number 16870 ask for Edward Thorpe

Current turn over circa: £100,000

Offers over: £350,000

Established: 15 to 20 years

Gross Recurring Revenue: 70-100k

Number of staff: 0

Additional Notes: This firm has an average portfolio size per household above £500k, meaning you will be servicing high quality clients.

As the sole adviser with no staff, this represents an opportunity to bolt clients, and profit, straight into your business.

For more information please call 01765 698 699 and quote the reference number 31901 ask for Edward Thorpe

Current turn over circa: £335,000

Offers over: £1,200,000

Established: 5 to 10 years

Gross Recurring Revenue: 300-500k

Number of staff: 1

Locations: West Midlands

Locations: Coventry

Additional Notes: Acquiring this firm would bring c.£38m in funds across 95 households, producing c.£320k in recurring income and an average client portfolio value around £350,000. The business has a well-established and loyal client base, providing a strong foundation for long-term client retention and ongoing revenue stability.

Low average client age of just 60, this offers strong longevity with many clients expected to remain for 15 years or more.

No exposure to risky products such as, DB transfers.

For more information please call 01765 698 699 and quote the reference number 31899 ask for Edward Thorpe

Current turn over circa: £100,000

Offers over: £250,000

Established: 10 to 15 years

Gross Recurring Revenue: 70-100k

Number of staff: 0

Locations: Essex

Additional Notes: This adviser is looking to retire within the next 5 months and so will pursue a serious opportunity.

The clients have an average household value of £260k so are well worth servicing.

As part of a network this sale will not involve passing the liabilities of previous advice.

For more information please call 01765 698 699 and quote the reference number 31897 ask for Edward Thorpe