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: £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
Current turn over circa: £500,000
Offers over: £1,200,000
Established: 5 to 10 years
Gross Recurring Revenue: 300-500k
Number of staff: 1 to 3
Locations: Kent
Additional Notes: This business has approximately £40m of client assets under management across 70 households, with average portfolios exceeding £550k.
The sale would be structured as a pure asset purchase, with no expectation of transferring staff, premises, or liabilities.
Clients are based locally to the adviser, with the vast majority located within a short commuting distance.
For more information please call 01765 698 699 and quote the reference number 31895 ask for Edward Thorpe
Current turn over circa: £600,000
Offers over: £1,500,000
Established: 25 to 30 years
Gross Recurring Revenue: 300-500k
Number of staff: 3 to 5
Additional Notes: This business has an on-going adviser charge of 0.5%, meaning there is the potential for an uplift in revenues in the future.
This would be structured as an asset sale, so no liability will taken on by the purchaser.
With an average portfolio size per client above £600k, you will be servicing exceptional quality clients.
For more information please call 01765 698 699 and quote the reference number 31887 ask for Edward Thorpe
Current turn over circa: £125,000
Offers over: £350,000
Established: 15 to 20 years
Gross Recurring Revenue: 70-100k
Number of staff: 0
Locations: Surrey
Additional Notes: The average client portfolio exceeds £500k, making this book highly attractive to service.
This is a pure client sale with no requirement to retain staff or premises.
The transaction would be structured as an asset purchase, ensuring no liabilities are transferred and reducing the time needed for integration.
The seller is primarily seeking a like-minded firm to take on the clients, while they remain involved during the handover to ensure a smooth transition.
For more information please call 01765 698 699 and quote the reference number 31886 ask for Edward Thorpe
Current turn over circa: £380,000
Offers over: £950,000
Established: 3 to 5 years
Gross Recurring Revenue: 200-300k
Number of staff: 3 to 5
Locations: Hertfordshire
Additional Notes:
The business is an appointed representative of a network, which means no direct liabilities would transfer with the acquisition of the clients.
The average portfolios exceed £400k, making them highly profitable and attractive to service.
The adviser has introduction agreements providing a steady flow of high-quality leads, adding £7–8m AUM from high-net-worth clients annually. A buyer could capitalise on these leads, alongside the adviser’s expertise, to drive long-term revenue growth.
The business’s staff are not a requirement of the sale but could be transferred to a buyer seeking skilled administrators and paraplanners in the South East.
The firm is currently run by a young adviser who is looking to reduce their compliance and operational workload by selling and joining a new business, focusing on the provision of advice.
A suitable acquirer would be:
- A dynamic business offering opportunities for growth
- An established firm with strong marketing and lead generation to maximise the use of the adviser’s skills
- Technologically forward-thinking, with an interest in integrating new technology and approaches into their practice
For more information please call 01765 698 699 and quote the reference number 31868 ask for Edward Thorpe
Current turn over circa: £400,000
Offers over: £1,000,000
Established: 20 to 25 years
Gross Recurring Revenue: 200-300k
Number of staff: 3 to 5
Locations: Berkshire
Additional Notes: Charging an average ongoing adviser fee of 0.5%, there is clear scope to increase fees and grow recurring income.
With average household portfolios exceeding £500,000, the client base is highly profitable to service.
This would be structured as an asset sale, meaning no liabilities from previous advice will transfer to the acquiring party.
For more information please call 01765 698 699 and quote the reference number 31057 ask for Edward Thorpe
Current turn over circa: £700,000
Offers over: £1,800,000
Established: 10 to 15 years
Gross Recurring Revenue: 300-500k
Number of staff: 5 to 10
Additional Notes: This business has an ongoing adviser charge of 0.5%, so there is the potential for further revenue uplift.
They have kept a very clean compliance record with no complaints in their history, additionally there are no high risk products such as DB transfers.
For more information please call 01765 698 699 and quote the reference number 31855 ask for Edward Thorpe
Current turn over circa: £260,000
Offers over: £800,000
Established: 10 to 15 years
Gross Recurring Revenue: 200-300k
Number of staff: 1
Locations: Buckinghamshire
Additional Notes: The sale includes the sole adviser remaining with the business post-sale, ensuring minimal disruption and strong client retention.
As a network-appointed business, regulatory risk and historical liabilities do not transfer to the acquirer.
With an average client age of 60, there is strong potential for long-term asset retention and recurring income.
For more information please call 01765 698 699 and quote the reference number 31841 ask for Edward Thorpe
Current turn over circa: £850,000
Offers over: £3,200,000
Established: 5 to 10 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 1 to 3
Additional Notes: As this is a sole adviser who is retiring, you will be able to bolt on a sizeable level of FUM from loyal clients into your existing adviser capacity.
For more information please call 01765 698 699 and quote the reference number 31839 ask for Edward Thorpe
Current turn over circa: £450,000
Offers over: £1,450,000
Established: 20 to 25 years
Gross Recurring Revenue: 300-500k
Number of staff: 1 to 3
Additional Notes: This business has 95% of their assets with two major providers, increasing the simplicity of the client transition post-sale.
There is just one adviser, so the clients will be able to bolt straight into your exisiting capacity.
For more information please call 01765 698 699 and quote the reference number 31837 ask for Edward Thorpe
Current turn over circa: £800,000
Offers over: £2,500,000
Established: 25 to 30 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 5 to 10
Additional Notes: With an average portfolio size per household just below £500k, you will be managing highly profitable clients.
There are staff in place who can continue working post-sale, ensuring a smooth transition.
For more information please call 01765 698 699 and quote the reference number 31826 ask for Edward Thorpe
Current turn over circa: £350,000
Offers over: £1,200,000
Established: 20 to 25 years
Gross Recurring Revenue: 300-500k
Number of staff: 1
Additional Notes: As there is only one adviser who is retiring, a purchaser will be able to integrate a loyal client bank directly into their existing adviser base.
With an average OAC at 0.5%, there is the potential for future uplift in revenues.
For more information please call 01765 698 699 and quote the reference number 31824 ask for Edward Thorpe
Current turn over circa: £65,000
Offers over: £225,000
Established: 5 to 10 years
Gross Recurring Revenue: 50-70k
Number of staff: 1
Locations: East Sussex,West Sussex
Additional Notes: This is a one-man-band authorised representative of a network, meaning that no liabilities or risks will be passed through the sale.
The ongoing fee is .5% providing high opportunity for potential uplift.
The majority of the funds are consolidated onto one platform, providing an easier and more seamless onboarding of funds into your firm.
For more information please call 01765 698 699 and quote the reference number 31821 ask for Edward Thorpe
Current turn over circa: £320,000
Offers over: £1,000,000
Established: 15 to 20 years
Gross Recurring Revenue: 300-500k
Number of staff: 0
Additional Notes: With no staff included in the sale and the advisor looking to handover and retire, this represents an opportunity to bolt on a loyal group of clients to your business.
For more information please call 01765 698 699 and quote the reference number 31810 ask for Edward Thorpe
Current turn over circa: £110,000
Offers over: £275,000
Established: 30 to 35 years
Gross Recurring Revenue: 70-100k
Number of staff: 1
Locations: Greater London
Additional Notes: Unique IFA business charging .25% ongoing adviser fees on £30m FUM, providing an unusually large opportunity for uplift.
This high net worth client bank houses portfolios on average over £850k, making the clients well worth servicing.
This business has a strong track record, with no history of complaints and no involvement in high-risk products, offering an acquiring firm a low-risk client base with stable, compliant advice history.
For more information please call 01765 698 699 and quote the reference number 30239 ask for Edward Thorpe
Current turn over circa: £110,000
Offers over: £275,000
Established: 30 to 35 years
Gross Recurring Revenue: 70-100k
Number of staff: 1
Locations: Greater London
Additional Notes: Unique IFA business charging .25% ongoing adviser fees on £30m FUM, providing an unusually large opportunity for uplift.
This high net worth client bank houses portfolios on average over £850k, making the clients well worth servicing.
This business has a strong track record, with no history of complaints and no involvement in high-risk products, offering an acquiring firm a low-risk client base with stable, compliant advice history.
For more information please call 01765 698 699 and quote the reference number 30239 ask for Edward Thorpe
Current turn over circa: £3,500,000
Offers over: £10,000,000
Established: 20 to 25 years
Gross Recurring Revenue: More than 2m
Number of staff: 10 to 20
Additional Notes: With over £400m FUM and staff in place, this firm represents an ideal opportunity to either grow an existing presence or establish one in Suffolk.
For more information please call 01765 698 699 and quote the reference number 16106 ask for Edward Thorpe
Current turn over circa: £210,000
Offers over: £750,000
Established: 20 to 25 years
Gross Recurring Revenue: 200-300k
Number of staff: 0
Locations: Greater London
Locations: Slough
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 over £200k turnover offers a low-risk, manageable and scalable bolt-on.
60 high net worth households means you're gaining a concentrated, high-value client base. It’s efficient growth, bringing strong revenue potential without the workload of a larger, lower-value book. Ideal for firms focused on quality over quantity.
For more information please call 01765 698 699 and quote the reference number 31785 ask for Edward Thorpe
Retiring IFA
Unit 6
Highfield Business Park
Ripon
North Yorkshire
HG4 2RN
01765 698 699
