IFA for Sale In London & South East

Current turn over circa: £320,000

Offers over: £940,000

Established: 15 to 20 years

Gross Recurring Revenue: 200-300k

Number of staff: 1 to 3

Locations: West Sussex

Additional Notes:

Single Retiring IFA Generating c.£250,000 from 180 Households

- No staff or offices would stay with the business; no cost would be taken on by the buyer leading to a very high post acquisition operating margin.

- The acquisition of the business would be structured as an asset and goodwill sale, with no liability assumed by the acquiring party.

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

For more information please call 01765 698 699 and quote the reference number 30817 ask for Edward Thorpe

Current turn over circa: £1,600,000

Offers over: £4,100,000

Established: 20 to 25 years

Gross Recurring Revenue: 1-2m

Number of staff: 5 to 10

Locations: West Midlands

Additional Notes:
Midlands/North West Base IFA Managing £200m FUM Generating £1.1m of Recurring Income

- The business houses employed advisers who wish to remain in the business (most are Chartered/Fellows)

- The current net profit margins of the Business are close to 35%

- Very clean limited company as no high risk products have been advised to clients within the business.

For more information please call 01765 698 699 and quote the reference number 30792 ask for Edward Thorpe

Current turn over circa: £160,000

Offers over: £540,000

Established: 20 to 25 years

Gross Recurring Revenue: 150-200k

Number of staff: 1

Locations: Worcestershire

Additional Notes:

Retiring IFA Managing c.£20m FUM Which Generates £150,000 of Recurring Income from 50 Households

- The average investment per household is close to £400,000 with very few clients under £100,000 and thus the vast majority of clients are profitable to service.

- The clients sit within a Completely clean business with no liability within the limited company.

No staff/premises will come with the acquisition.

For more information please call 01765 698 699 and quote the reference number 30788 ask for Byron Snaith

Current turn over circa: £1,100,000

Offers over: £4,050,000

Established: 20 to 25 years

Gross Recurring Revenue: 1-2m

Number of staff: 3 to 5

Locations: Surrey

Additional Notes: High-Net-Worth Single Adviser IFA Practice Generating £1.1m Recurring Income and c. 220 Households


- The Principal wishes to retire and step back within 6-12 months of selling the Practice

For more information please call 01765 698 699 and quote the reference number 30778 ask for Edward Thorpe

Current turn over circa: £600,000

Offers over: £2,200,000

Established: 30 to 35 years

Gross Recurring Revenue: 300-500k

Number of staff: 5 to 10

Locations: Cornwall

Additional Notes:
Cornwall Based Selling Party Managing c. £100m FUM, Producing £500,000 in Recurring Income Managing 300 Households

For more information please call 01765 698 699 and quote the reference number 30776 ask for Edward Thorpe

Current turn over circa: £1,100,000

Offers over: £3,600,000

Established: 30 to 35 years

Gross Recurring Revenue: 0.5-1m

Number of staff: 5 to 10

Locations: Cheshire/Merseyside

Additional Notes:
Cheshire/Merseyside Based Practice Managing £160m FUM, Housing c.350 Clients Producing £1m Recurring Income

- The business houses employed advisers who wish to remain in the business

- The current net profit margins are close to 50%

- Very clean limited company as no high-risk products have been advised to clients

For more information please call 01765 698 699 and quote the reference number 30771 ask for Byron Snaith

Current turn over circa: £110,000

Offers over: £375,000

Established: 15 to 20 years

Gross Recurring Revenue: 70-100k

Number of staff: 1

Locations: West Sussx

Additional Notes: IFA Practice Housing £20m FUM of Clients Generating £100,000 in Recurring Income

- The practice has no permanent staff or offices meaning the business is very portable and easy to bolt on to a larger practice.

- The Practice has only 50 Households with an average of £3-400,000 portfolios size.

For more information please call 01765 698 699 and quote the reference number 30762 ask for Edward Thorpe

Current turn over circa: £1,300,000

Offers over: £5,200,000

Established: 30 to 35 years

Gross Recurring Revenue: 1-2m

Number of staff: 3 to 5

Locations: South East

Additional Notes:
Selling IFA Housing c.£200m FUM with an adjusted Profit of c.£700,000

- The Principles wish to remain on for 2-3 years

- The businesses houses an average client size of c.£500,000

- Very limited liability within the Practice

For more information please call 01765 698 699 and quote the reference number 30760 ask for Edward Thorpe

Current turn over circa: £190,000

Offers over: £600,000

Established: 15 to 20 years

Gross Recurring Revenue: 100-150k

Number of staff: 1 to 3

Locations: Cambridgeshire

Additional Notes: Interesting mix of Retail and Corporate Revenue

For more information please call 01765 698 699 and quote the reference number 30752 ask for Edward Thorpe

Current turn over circa: £1,100,000

Offers over: £2,100,000

Established: 30 to 35 years

Gross Recurring Revenue: 0.5-1m

Number of staff: 5 to 10

Locations: Greater Birmingham

Additional Notes:
Retiring IFA in Greater Birmingham Managing £80m FUM with 200 Households

- The Principal is looking for a 3-6 Month Handover before stepping away

- The clients are largely professionals with the majority still accumulating in wealth with the business adding c.£1m FUM per month on average.

- Very limited exposure to risky products within the business

For more information please call 01765 698 699 and quote the reference number 15049 ask for Edward Thorpe

Current turn over circa: £90,000

Offers over: £330,000

Established: 15 to 20 years

Gross Recurring Revenue: 70-100k

Number of staff: 1 to 3

Locations: Greater London

Additional Notes:

Execution Only Icer Investment Business with 1000 Clients and £90,000 Recurring Income

For more information please call 01765 698 699 and quote the reference number 30749 ask for Edward Thorpe

Current turn over circa: £2,800,000

Offers over: £11,250,000

Established: More than 35 years

Gross Recurring Revenue: More than 2m

Number of staff: 10 to 20

Locations: South West

Additional Notes:
South West Wealth Management Hub Managing c.£300m FUM, £1.4m Profit Line housing Mostly Chartered/Fellows Employed Advisers

- The majority of clients are looked after by employed advisers within the business with in-built succession for the clients of the Retiring Advisers

- The Practice has an in-house Discretionary Service with over 40% of the clients using this service

- Very Limited risky products have been advised within the business

For more information please call 01765 698 699 and quote the reference number 30748 ask for Edward Thorpe

Current turn over circa: £800,000

Offers over: £2,700,000

Established: 25 to 30 years

Gross Recurring Revenue: 0.5-1m

Number of staff: 3 to 5

Locations: Nottinghamshire

Additional Notes:
Nottingham Based Practice Managing £110m FUM Generating £700,000 Recurring Income Structured as an Asset Sale

- Both Principals within the business are looking to retire within 1-2 years of an acquisition

- Very little staff/infrastructure to take on within the business

- The average portfolio value per clients is over £300,000

For more information please call 01765 698 699 and quote the reference number 30745 ask for Edward Thorpe

Current turn over circa: £660,000

Offers over: £2,500,000

Established: 25 to 30 years

Gross Recurring Revenue: 0.5-1m

Number of staff: 3 to 5

Locations: Somserset

Additional Notes:
Somerset Based Practice Managing £90m FUM Generating c.£650,000 in Recurring Income

- The business advises on mostly high-net0wrth clients with an average client size c.£450,000.

- The business houses a younger, chartered adviser who is looking to stay and aid in growing the Practice.

The acquisition of the business would be structured as an asset and goodwill sale, with no liability assumed by the acquiring party and no change in control required.

For more information please call 01765 698 699 and quote the reference number 30737 ask for Edward Thorpe

Current turn over circa: £650,000

Offers over: £2,000,000

Established: 5 to 10 years

Gross Recurring Revenue: 0.5-1m

Number of staff: 3 to 5

Locations: Greater London,Greater London

Additional Notes:
High-Net-Worth IFA Managing £100m FUM Generating c.£500,000 of Recurring Income Looking to Remain in the Business and Drive Growth

- The majority of clients are professionals & business owners with an average client of c.£800,000

- No risky products have been advised within the business

- High quality staff looking to remain in the Practice

For more information please call 01765 698 699 and quote the reference number 30731 ask for Edward Thorpe

Current turn over circa: £1,500,000

Offers over: £5,000,000

Established: 30 to 35 years

Gross Recurring Revenue: 1-2m

Number of staff: 5 to 10

Locations: Greater London

Additional Notes:
Greater London £250m FUM Network Member Generating £1.45m in Recurring Income

- The Advisers are self-employed and manage c.50% of the asset base

- No liability within the limited company

- High-growth business with a proven marketing strategy generating c.£40m FUM in new assets over the last year

For more information please call 01765 698 699 and quote the reference number 30727 ask for Edward Thorpe

Current turn over circa: £600,000

Offers over: £2,200,000

Established: 20 to 25 years

Gross Recurring Revenue: 0.5-1m

Number of staff: 3 to 5

Locations: Kent/East Sussex

Additional Notes:
£100m FUM Practice with 200 Households and £550,000 in Recurring Income

- No liability to be taken on in the Purchase

- Very little cost present in the current setup of the Practice (c.£70,000)

- The average client Portfolio is c.£500,000 with very few clients under £100,000 with the whole client bank being profitable to service

For more information please call 01765 698 699 and quote the reference number 30710 ask for Edward Thorpe

Current turn over circa: £270,000

Offers over: £940,000

Established: 15 to 20 years

Gross Recurring Revenue: 200-300k

Number of staff: 1 to 3

Locations: Surrey/West Sussex

Additional Notes: Selling IFA Practice Managing £50m FUM Generating £250,000 in Recurring Income with c.180 Households

- No risky products have been advised within the business

- No permanent staff or premises are currently present hence there is expected to be very little costs for the purchaser post acquisition

- The vast Majority of Clients are within the Guildford and Hampshire area

To Qualify for the opportunity a Prospective purchaser will need;

- Retain the Principal for a sufficient handover with ability to continue working for a few years

For more information please call 01765 698 699 and quote the reference number 30709 ask for Edward Thorpe

Current turn over circa: £60,000

Offers over: £175,000

Established: 10 to 15 years

Gross Recurring Revenue: 30-50k

Number of staff: 1

Locations: Lincolnshire

Additional Notes:

Lincolnshire Portable Client Bank of c.50 Households, £8.5m FUM Generating c.£45,0000 of Recurring Income


- There is no staff/offices to stay with the business

- Very limited liability within the company

- The Principal is available for a handover of c.3-6 months

To Qualify for the opportunity a Prospective purchaser will need;

- An upfront cash amount of c.£90,000

- Ideally a successful track record in previous IFA acquisitions

For more information please call 01765 698 699 and quote the reference number 30707 ask for Edward Thorpe

Current turn over circa: £90,000

Offers over: £320,000

Established: 25 to 30 years

Gross Recurring Revenue: 70-100k

Number of staff: 1 to 3

Locations: Hertfordshire

Additional Notes:
Partial Asset Sale of c.£10m Funds Under Management with no Clients below £100,000 in Portfolio Value

The vast majority of clients can be serviced remotely

For more information please call 01765 698 699 and quote the reference number 30698 ask for Edward Thorpe