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: £230,000
Offers over: £750,000
Established: 20 to 25 years
Gross Recurring Revenue: 150-200k
Number of staff: 1 to 3
Locations: Derbyshire
Additional Notes: Acquiring this firm would bring £40m in funds across 180 households, producing c.£200k in recurring income and an average client portfolio value around £150,000. 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 0.5%, 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.
In addition, with an average client age of only 65, the book offers exceptional longevity, with many clients expected to remain for 15 years or more.
For more information please call 01765 698 699 and quote the reference number 31878 ask for Edward Thorpe
Current turn over circa: £600,000
Offers over: £2,100,000
Established: 15 to 20 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 3 to 5
Additional Notes: This firm has an average portfolio size per household just below £500k, meaning you will be servicing quality and profitable clients.
The business has a very clean compliance record, with zero DB transfers or complaints, so any purchaser can be confident of no future liabilities.
For more information please call 01765 698 699 and quote the reference number 31874 ask for Edward Thorpe
Current turn over circa: £500,000
Offers over: £2,000,000
Established: 10 to 15 years
Gross Recurring Revenue: 300-500k
Number of staff: 1
Locations: East Midlands
Locations: Norwich
Additional Notes: Acquiring this firm would bring over £45m in funds across 115 households, producing £415k in recurring income and an average client portfolio value around £400,000.
It's a highly profitable business that's focused on the highest quality FUM with that kind of average portfolio size.
Low average client age of just 65, 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 31857 ask for Edward Thorpe
Current turn over circa: £250,000
Offers over: £770,000
Established: 20 to 25 years
Gross Recurring Revenue: 200-300k
Number of staff: 0
Locations: Derbyshire
Locations: Derby
Additional Notes: Low average client age of just 65, offers strong longevity with many expected to remain for 15 years or more.
With a low average on-going adviser charge of around 0.75% 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.
The principal is happy to engage in a 12-24 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 31847 ask for Edward Thorpe
Current turn over circa: £775,000
Offers over: £2,250,000
Established: 25 to 30 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 5 to 10
Additional Notes: The average household value is above £400k, representing an opportunity to acquire a core group of profitable clients.
90% of the assets are with two major providers, increasing the simplicity of the transition post-sale.
For more information please call 01765 698 699 and quote the reference number 31828 ask for Edward Thorpe
Current turn over circa: £400,000
Offers over: £1,200,000
Established: 15 to 20 years
Gross Recurring Revenue: 200-300k
Number of staff: 1 to 3
Additional Notes: The majority of the clients are all located around Cambridgeshire, increasing the simplicity of their servicing.
The business is all investments and pensions, and are aligned with 3/4 major platforms, again increasing the simplicity of transition.
For more information please call 01765 698 699 and quote the reference number 31827 ask for Edward Thorpe
Current turn over circa: £600,000
Offers over: £2,000,000
Established: 15 to 20 years
Gross Recurring Revenue: 300-500k
Number of staff: 3 to 5
Additional Notes: This business has an average OAC of 0.5%, meaning there is the potential for uplift in the future.
The average household FUM is just below £390k, so any firm will be looking after high quality, profitable cleints.
For more information please call 01765 698 699 and quote the reference number 31818 ask for Edward Thorpe
Current turn over circa: £30,000
Offers over: £95,000
Established: 15 to 20 years
Gross Recurring Revenue: <30k
Number of staff: 0
Locations: East Midlands
Locations: Coventry
Additional Notes: An asset purchase lets you acquire high-value clients and recurring income without the baggage of liabilities. It’s a clean, low-risk way to scale quickly.
A loyal client bank producing £30k turnover offers a low-risk, manageable and scalable bolt-on that can quickly pay for itself and grow within your existing structure.
With just 25 households, you’re looking at a low-touch, high-quality acquisition—easy to onboard, easy to service.
For more information please call 01765 698 699 and quote the reference number 31782 ask for Edward Thorpe
Current turn over circa: £100,000
Offers over: £280,000
Established: 30 to 35 years
Gross Recurring Revenue: 100-150k
Number of staff: 0
Locations: Greater London
Locations: Reading
Additional Notes: With over 30 years of industry experience, the business has cultivated a well-established and loyal client base, providing a strong foundation for long-term client retention and ongoing revenue stability.
The current owner is committed to supporting a smooth transition and is willing to provide assistance over a period of 1-2 years, ensuring continuity and minimal disruption for all parties.
Operating without physical premises or staff results in streamlined operations and the potential for significantly higher profit margins post-integration.
For more information please call 01765 698 699 and quote the reference number 31774 ask for Edward Thorpe
Current turn over circa: £550,000
Offers over: £1,800,000
Established: 20 to 25 years
Gross Recurring Revenue: 300-500k
Number of staff: 3 to 5
Additional Notes: This business has staff and an office in place which could continue post sale, meaning this could represent an opportunity to add a new location to your business.
With an average on-going adviser charge of 0.5%, there is potential for future revenue uplift.
For more information please call 01765 698 699 and quote the reference number 31764 ask for Edward Thorpe
Current turn over circa: £150,000
Offers over: £475,000
Established: More than 35 years
Gross Recurring Revenue: 100-150k
Number of staff: 0
Locations: Derbyshire
Additional Notes: This business has an average portfolio size per household above £350k, so you will be looking after highly profitable clients.
There are no staff or offices included here, meaning this is a very straightforward bolt on of quality clients.
For more information please call 01765 698 699 and quote the reference number 31761 ask for Edward Thorpe
Current turn over circa: £90,000
Offers over: £200,000
Established: 30 to 35 years
Gross Recurring Revenue: 50-70k
Number of staff: 0
Additional Notes: With no staff included, this would be a pure client bank sale who could bolt straight into your business.
At 0.5% as an average on-going adviser charge, there is the potential for future revenue increase.
For more information please call 01765 698 699 and quote the reference number 31728 ask for Edward Thorpe
Current turn over circa: £375,000
Offers over: £950,000
Established: 10 to 15 years
Gross Recurring Revenue: 200-300k
Number of staff: 1 to 3
Additional Notes: With an average on-going adviser charge of 0.5%, there is potential for future uplift in revenues.
For more information please call 01765 698 699 and quote the reference number 31724 ask for Edward Thorpe
Current turn over circa: £1,400,000
Offers over: £5,000,000
Established: 15 to 20 years
Gross Recurring Revenue: 1-2m
Number of staff: 10 to 20
Additional Notes: This business is highly aligned to two major platforms, ensuring a smoother transition of client assets post acquisiiton.
For more information please call 01765 698 699 and quote the reference number 31654 ask for Edward Thorpe
Current turn over circa: £1,100,000
Offers over: £3,000,000
Established: 15 to 20 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 5 to 10
Additional Notes: With advisers and back-office staff in place, this business can be purchased and will keep running efficiently.
With an average on-going adviser charge of 0.55%, and average client age below 60, there is room for furthr uplift and growth in the business.
For more information please call 01765 698 699 and quote the reference number 31651 ask for Edward Thorpe
Current turn over circa: £1,100,000
Offers over: £3,800,000
Established: 15 to 20 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 3 to 5
Additional Notes: With an average portfolio size per household of £750k, this business has built up a core group of very profitable clients.
An average client age still in their last 50s, these portfolio sizes can continue to accumulate.
For more information please call 01765 698 699 and quote the reference number 31615 ask for Edward Thorpe
Current turn over circa: £100,000
Offers over: £320,000
Established: 15 to 20 years
Gross Recurring Revenue: 70-100k
Number of staff: 1
Additional Notes: With no advisers or staff coming with this acquisition, you can bolt the clients straight into your business.
An average client age of 55 means portfolios can continue to accumulate.
For more information please call 01765 698 699 and quote the reference number 31609 ask for Edward Thorpe
Current turn over circa: £81,000
Offers over: £200,000
Established: 5 to 10 years
Gross Recurring Revenue: 70-100k
Number of staff: 0
Additional Notes: Most of the clients are happy being serviced remotely, reducing the costs of servicing significantly.
An average household value of £135k means you can bolt on c.60 households.
For more information please call 01765 698 699 and quote the reference number 31606 ask for Edward Thorpe
Current turn over circa: £3,200,000
Offers over: £10,500,000
Established: 15 to 20 years
Gross Recurring Revenue: More than 2m
Number of staff: 10 to 20
Additional Notes: With in-built succession planning and a team in place, this business can continue to run efficiently and profitably.
For more information please call 01765 698 699 and quote the reference number 31551 ask for Edward Thorpe
Retiring IFA
Unit 6
Highfield Business Park
Ripon
North Yorkshire
HG4 2RN
01765 698 699
