Current turn over circa: £350,000
Offers over: £1,000,000
Established: 10 to 15 years
Gross Recurring Revenue: 200-300k
Number of staff: 1 to 3
Locations: Essex
Locations: Stevenage
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 £300,000 and thus the vast majority of clients are profitable to service.
- The average client age is 55, 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 31410
Current turn over circa: £550,000
Offers over: £1,700,000
Established: 15 to 20 years
Gross Recurring Revenue: 300-500k
Number of staff: 3 to 5
Locations: Essex
Locations: Colchester
Additional Notes: - Low ongoing advisor charge of 0.7% providing room for potential uplift maximising profits post-acquisition.
- The average investment per household is over £450,000 and thus the vast majority of clients are profitable to service.
- The average client age is 59, 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 31401
Current turn over circa: £105,000
Offers over: £365,000
Established: 20 to 25 years
Gross Recurring Revenue: 100-150k
Number of staff: 0
Locations: Kent
Additional Notes: With this being an asset purchase, no staff involved and one sole adviser looking to handover and retire, this represents a simple opportunity to benefit from high-quality clients.
Clients are spread throughout Sussex, Surrey, Kent and South London.
For more information please call 01765 698 699 and quote the reference number 31390
Current turn over circa: £120,000
Offers over: £400,000
Established: 10 to 15 years
Gross Recurring Revenue: 70-100k
Number of staff: 0
Locations: Essex
Locations: Chelmsford
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 £500,000 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.
- 80% of clients are serviced remotely increasing profitability and opportunity to relocate.
- 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 12/24 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 31382
Current turn over circa: £230,000
Offers over: £810,000
Established: 15 to 20 years
Gross Recurring Revenue: 200-300k
Number of staff: 1 to 3
Locations: Surrey
Additional Notes: With an average portfolio sizer per-household of £500,000, time will be spent efficiently with profitable clients.
For more information please call 01765 698 699 and quote the reference number 31355
Current turn over circa: £250,000
Offers over: £720,000
Established: 25 to 30 years
Gross Recurring Revenue: 200-300k
Number of staff: 0
Locations: Essex
Locations: Braintree
Additional Notes: - The average investment per household is over £370,000 making the vast majority of clients very profitable to service.
- Extremely 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.
- No high-risk products have been advised in the business, reducing the liability of a potential share purchase.
- The principal is happy to engage in a 12/24 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 30416
Current turn over circa: £550,000
Offers over: £1,300,000
Established: 20 to 25 years
Gross Recurring Revenue: 300-500k
Number of staff: 1 to 3
Locations: Hertfordshire
Locations: Stevenage
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.
- 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 12/24 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 31300
Current turn over circa: £850,000
Offers over: £2,125,000
Established: 25 to 30 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 1 to 3
Locations: Suffolk
Locations: Ipswich
Additional Notes: - Low ongoing advisor charge of 0.6% providing room for potential uplift maximising profits post acquisition.
- 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 60, providing longevity within the client book to ensue a high return on investment.
- 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 12/24 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 31290
Current turn over circa: £400,000
Offers over: £1,320,000
Established: 25 to 30 years
Gross Recurring Revenue: 300-500k
Number of staff: 1 to 3
Locations: Hampshire
Locations: Basingstoke
Additional Notes: - The average investment per household is over £325,000 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.
- 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 12/24 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 30470
Current turn over circa: £20,000
Offers over: £70,000
Established: 10 to 15 years
Gross Recurring Revenue: <30k
Number of staff: 1
Locations: Kent
Additional Notes: With just 20 households, this client bank can represent a straightforward bolt-on.
An asset purchase means no liability will be taken on by the purchaser.
For more information please call 01765 698 699 and quote the reference number 31229
Current turn over circa: £6,000
Offers over: £40,000
Established: 3 to 5 years
Gross Recurring Revenue: <30k
Number of staff: 0
Locations: Cheshire
Additional Notes: Perfect for someone seeking authorisatin or discretionary permissions.
For more information please call 01765 698 699 and quote the reference number 31210
Current turn over circa: £100,000
Offers over: £340,000
Established: 10 to 15 years
Gross Recurring Revenue: 100-150k
Number of staff: 0
Locations: Hertfordshire
Locations: Watford
Additional Notes: Average portfolio size per household over £850k, meaning time will be spent with high value clients.
Average on-going advisor charge of 0.75%, representing an opportunity for uplift.
Average age of clients of 55, meaning there is significant opportunity in portfolio accumulation.
For more information please call 01765 698 699 and quote the reference number 31089
Current turn over circa: £60,000
Offers over: £175,000
Established: 5 to 10 years
Gross Recurring Revenue: 50-70k
Number of staff: 0
Locations: East Sussex
Additional Notes: With just 28 households, this portable client bank will be very good value to service.
For more information please call 01765 698 699 and quote the reference number 31206
Current turn over circa: £600,000
Offers over: £2,500,000
Established: 5 to 10 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 3 to 5
Locations: Surrey
Additional Notes: The exceptionally high average per client means your time will be spent most efficiently.
For more information please call 01765 698 699 and quote the reference number 31198
Current turn over circa: £600,000
Offers over: £2,300,000
Established: 20 to 25 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 1 to 3
Locations: Berkshire
Locations: Reading
Additional Notes: - The average investment per household is over £450,000 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 12/24 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 31192
Current turn over circa: £120,000
Offers over: £430,000
Established: 20 to 25 years
Gross Recurring Revenue: 100-150k
Number of staff: 0
Locations: Hampshire
Additional Notes: An average on-going advisor charge means there is potential for further uplift.
For more information please call 01765 698 699 and quote the reference number 31188
Current turn over circa: £120,000
Offers over: £440,000
Established: 20 to 25 years
Gross Recurring Revenue: 100-150k
Number of staff: 1
Locations: Kent
Additional Notes: An extremey loyal client bank with an average on-goingadvisor charge of 0.6%, represnting potential for further uplift.
For more information please call 01765 698 699 and quote the reference number 15349
Current turn over circa: £630,000
Offers over: £2,400,000
Established: 10 to 15 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 1 to 3
Locations: Hertfordshire
Additional Notes: An average on-going advisor charge of 0.7% means there is potential for further uplift.
For more information please call 01765 698 699 and quote the reference number 31177
Current turn over circa: £400,000
Offers over: £1,250,000
Established: 20 to 25 years
Gross Recurring Revenue: 200-300k
Number of staff: 1 to 3
Locations: Surrey
Additional Notes: The low on-going advisor charge provides significant potential for future uplift.
With an average client age of 61, this firm provides great potential for further portfolio accumulation.
For more information please call 01765 698 699 and quote the reference number 31175
Current turn over circa: £35,000
Offers over: £130,000
Established: 5 to 10 years
Gross Recurring Revenue: 30-50k
Number of staff: 0
Locations: Bedfordshire
Additional Notes: An average on-going advisor charge of 0.54% means there is potential for future uplift.
With just 9 households, you will be servicing high-quality clients.
For more information please call 01765 698 699 and quote the reference number 31172
Retiring IFA
Unit 6
Highfield Business Park
Ripon
North Yorkshire
HG4 2RN
01765 698 699
