IFA for Sale

Current turn over circa: £320,000

Offers over: £1,050,000

Established: 10 to 15 years

Gross Recurring Revenue: 200-300k

Number of staff: 1

Additional Notes: With an average on-going adviser charge of 0.5%, there could be potential for further uplift.

With just 90 active clients, you can be sure of a very high-quality client bank.

For more information please call 01765 698 699 and quote the reference number 31505

Current turn over circa: £50,000

Offers over: £100,000

Established: 30 to 35 years

Gross Recurring Revenue: 30-50k

Number of staff: 0

Locations: North Yorkshire

Locations: York

Additional Notes: - Low ongoing advisor charge of 0.5% providing room for potential uplift maximising profits post-acquisition.

- The average client age is 60, providing longevity within the client book to ensue a high return on investment.

- Asset Sale

For more information please call 01765 698 699 and quote the reference number 31479

Current turn over circa: £500,000

Offers over: £1,800,000

Established: 25 to 30 years

Gross Recurring Revenue: 300-500k

Number of staff: 1 to 3

Locations: North Yorkshire

Locations: York

Additional Notes: - The average investment per household is over £250,000 and thus the vast majority of clients are profitable to service.

- The average client age is 65, providing longevity within the client book to ensue a high return on investment.

- The principal is happy to engage in a 1-2 year handover to ensure all clients are novated and given a warm introduction to the new firm.

For more information please call 01765 698 699 and quote the reference number 31466

Current turn over circa: £220,000

Offers over: £640,000

Established: 30 to 35 years

Gross Recurring Revenue: 150-200k

Number of staff: 0

Locations: North Yorkshire

Locations: York

Additional Notes: - Favourable Ongoing Advisor Charge: a very low ongoing advisor charge of just 0.5% creates ample room for potential profit uplift, ensuring you maximise returns after acquisition.

- Lucrative Client Base: With an average investment per household exceeding £300,000, the vast majority of clients are highly profitable to service.

- Stability in Client Demographics: The average age of clients is 65, providing longevity within the client book and ensuring a high return on investment for years to come.

- The principal is happy to engage in a 6-12 months handover to ensure all clients are novated and given a warm introduction to the new firm.

For more information please call 01765 698 699 and quote the reference number 31437

Current turn over circa: £130,000

Offers over: £290,000

Established: 20 to 25 years

Gross Recurring Revenue: 70-100k

Number of staff: 0

Locations: Nottinghamshire

Locations: Nottingham

Additional Notes: - Low ongoing advisor charge of 0.5% providing room for potential uplift maximising profits post-acquisition.

- The average investment per household is over £200,000 and thus the vast majority of clients are profitable to service.

- No high-risk products have been advised in the business, reducing the liability of a potential purchase.

- The principal is happy to engage in a 6 - 12 months handover to ensure all clients are novated and given a warm introduction to the new firm.

For more information please call 01765 698 699 and quote the reference number 31452

Current turn over circa: £300,000

Offers over: £1,200,000

Established: 15 to 20 years

Gross Recurring Revenue: 200-300k

Number of staff: 1

Locations: Aberdeenshire

Additional Notes:
- HNW client base average of £400k per household
- 15 Households between £1m and £2m

For more information please call 01765 698 699 and quote the reference number 31448

Current turn over circa: £120,000

Offers over: £350,000

Established: 25 to 30 years

Gross Recurring Revenue: 70-100k

Number of staff: 0

Locations: Tyne and Wear

Locations: Newcastle upon Tyne

Additional Notes: - Low ongoing advisor charge of 0.5% providing room for potential uplift maximising profits post-acquisition.

- The average investment per household is over £200,000 and thus the vast majority of clients are profitable to service.

- The average client age is 60, providing longevity within the client book to ensue a high return on investment.

- The principal is happy to engage in a 6 - 12 month handover to ensure all clients are novated and given a warm introduction to the new firm.

For more information please call 01765 698 699 and quote the reference number 31440

Current turn over circa: £220,000

Offers over: £720,000

Established: 30 to 35 years

Gross Recurring Revenue: 150-200k

Number of staff: 0

Locations: North Yorkshire

Locations: York

Additional Notes: - Favourable Ongoing Advisor Charge: a very low ongoing advisor charge of just 0.5% creates ample room for potential profit uplifts, ensuring you maximise returns after acquisition.

- Lucrative Client Base: With an average investment per household exceeding £300,000, the vast majority of clients are highly profitable to service.

- Stability in Client Demographics: The average age of clients is 65, providing longevity within the client book and ensuring a high return on investment for years to come.

- The principal is happy to engage in a 2-3 year handover to ensure all clients are novated and given a warm introduction to the new firm.

For more information please call 01765 698 699 and quote the reference number 31437

Current turn over circa: £250,000

Offers over: £720,000

Established: 20 to 25 years

Gross Recurring Revenue: 150-200k

Number of staff: 1

Locations: Mid Glamorgan

Locations: Cardiff

Additional Notes: - Low ongoing advisor charge of 0.5% providing room for potential uplift maximising profits post-acquisition.

- The average investment per household is just under £300,000 and thus the vast majority of clients are profitable to service.

- The average client age is 65, providing longevity within the client book to ensue a high return on investment.

- The principal is happy to engage in a 2-3 year handover to ensure all clients are novated and given a warm introduction to the new firm.

For more information please call 01765 698 699 and quote the reference number 15374

Current turn over circa: £560,000

Offers over: £1,500,000

Established: 15 to 20 years

Gross Recurring Revenue: 300-500k

Number of staff: 3 to 5

Locations: Glasgow

Additional Notes:
Established IFA business benefits from the following:

- Average Households > £250k
- 95% clients within 1 hour of office location
- Scalable opportunity

Minimum 55% paid on completion over 2yrs max

For more information please call 01765 698 699 and quote the reference number 31419