Current turn over circa: £170,000
Offers over: £570,000
Established: 20 to 25 years
Gross Recurring Revenue: 150-200k
Number of staff: 1
Locations: Kent
Additional Notes:
Retiring IFA Managing c.£25m FUM with a Recurring Income Stream of £150,000
- There is no staff, office or infrastructure within the practice other than the Retiring IFA thus no costs will be taken on board by the purchaser.
- There is no liability to be assumed by the acquiring party as the firm is currently and authorised representative.
For more information please call 01765 698 699 and quote the reference number 30578 ask for Edward Thorpe
Current turn over circa: £170,000
Offers over: £615,000
Established: 20 to 25 years
Gross Recurring Revenue: 150-200k
Number of staff: 1 to 3
Locations: Greater London
Additional Notes:
Retiring Principal Managing £160,000 of Recurring Income, c.50 Households With no Staff or Offices
- Average Portfolio Size c.£320,000 with the vast majority of clients being in accumulation
- No staff or infrastructure to take on with the client bank leading to a very high profit margin once integrated
- The business has a particular specialism in Doctors with c.80% of the client bank being medical professionals
For more information please call 01765 698 699 and quote the reference number 30576 ask for Edward Thorpe
Current turn over circa: £900,000
Offers over: £2,700,000
Established: 25 to 30 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 3 to 5
Locations: Hertfordshire
Additional Notes:
Hertfordshire IFA Practice Managing £120m FUM with c.200 Households in the Business
For more information please call 01765 698 699 and quote the reference number 30558 ask for Edward Thorpe
Current turn over circa: £1,750,000
Offers over: £4,600,000
Established: 20 to 25 years
Gross Recurring Revenue: 1-2m
Number of staff: 5 to 10
Locations: West Midlands
Additional Notes:
Chartered IFA Managing £250m FUM Located in the West Midlands With Younger Advisers in the Business
- Average Ongoing Advisory Charge 0.5%
- The bulk of client Funds sit on 2/3 Platforms
- The majority of advisers wish to stay and grow the existing client bank
For more information please call 01765 698 699 and quote the reference number 30551 ask for Edward Thorpe
Current turn over circa: £30,000
Offers over: £105,000
Established: 15 to 20 years
Gross Recurring Revenue: 30-50k
Number of staff: 1
Locations: Norfolk
Additional Notes:
Micro-Practice, Norfolk Based IFA Managing 40 Households Bringing in £30,000 Recurring Income
For more information please call 01765 698 699 and quote the reference number 30546 ask for Edward Thorpe
Current turn over circa: £250,000
Offers over: £725,000
Established: 20 to 25 years
Gross Recurring Revenue: 200-300k
Number of staff: 1 to 3
Locations: Suffolk
Additional Notes:
Suffolk Practice Managing c.£40m FUM Under Management With c.100 Households
Two Principals within the Practice both looking to step back within 6-12 months and facilitate a smooth handover of clients
For more information please call 01765 698 699 and quote the reference number 30538 ask for Edward Thorpe
Current turn over circa: £4,000,000
Offers over: £11,000,000
Established: 20 to 25 years
Gross Recurring Revenue: More than 2m
Number of staff: 20 to 50
Additional Notes:
Hub Business in the South East Managing £400m FUM of assets and a Net Profit Line of £1.8m
- The Practice has a current maintainable profit margin of 45%
The Practice currently outsources all client investments to a discretionary fund management house who are charging between 20-100bps points.
For more information please call 01765 698 699 and quote the reference number 30536 ask for Edward Thorpe
Current turn over circa: £300,000
Offers over: £750,000
Established: 10 to 15 years
Gross Recurring Revenue: 200-300k
Number of staff: 1 to 3
Locations: Greater London
Additional Notes:
North London Single Adviser Practice Managing c.£20m Funds Under Management With and Average Client Portfolio of c.£300,000
No staff are currently planning to continue in the business.
For more information please call 01765 698 699 and quote the reference number 30525 ask for Edward Thorpe
Current turn over circa: £650,000
Offers over: £2,200,000
Established: 20 to 25 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 1 to 3
Locations: Berkshire
Additional Notes:
High Net Worth IFA Practice with c.£500k Average Client Size and Recurring Income of Over £600k.
- Principle wishes to remain in the business and partly capitalise.
- The sale would be structured as an asset sale.
- Maintainable profit in the business c.£350,000 after adviser costs have been factored in.
For more information please call 01765 698 699 and quote the reference number 16100 ask for Edward Thorpe
Current turn over circa: £420,000
Offers over: £1,300,000
Established: 15 to 20 years
Gross Recurring Revenue: 300-500k
Number of staff: 1 to 3
Locations: Essex
Additional Notes:
Higher Net Worth Practice Managing £70m FUM Currently on 0.5% Ongoing Advisor Charge.
- Principal looking to stay on in the Practice for 2-5 years on a market salary (details on request).
- Principal has no support staff in the Practice leading to an adjusted profit margin of over 60%.
- Typical client is c.£400-£500,000 in portfolio size.
For more information please call 01765 698 699 and quote the reference number 15045 ask for Edward Thorpe
Current turn over circa: £70,000
Offers over: £240,000
Established: 5 to 10 years
Gross Recurring Revenue: 50-70k
Number of staff: 0
Additional Notes: Local one man band holding £12.5m FUM generating £60,000 of recurring revenue.
Th £12.5m of FUM is accumulated through 40 households resulting in average portfolio sizes being over £300,000. These clients are highly profitable and easily intefrated into an existing IFA.
The average ongoing advisory charge is just shy of.5% meaning there is room to potentially grow on the recurring revenue through uplift, increasing the time taken for return on the investment.
For more information please call 01765 698 699 and quote the reference number 30515 ask for Edward Thorpe
Current turn over circa: £120,000
Offers over: £240,000
Established: 15 to 20 years
Gross Recurring Revenue: 100-150k
Number of staff: 1 to 3
Locations: Enfield
Additional Notes:
Asset Sale of £8m Funds Under Management and an Average Client Size of c.£200,000 in Portfolio Value.
For more information please call 01765 698 699 and quote the reference number 30500 ask for Edward Thorpe
Current turn over circa: £1,020,000
Offers over: £3,150,000
Established: 25 to 30 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 10 to 20
Locations: Peterborough
Additional Notes: High-Net-Worth Asset Purchase of £150m With an Average Client c.£500,000
Practice located in the Cambridge/Peterborough Region
For more information please call 01765 698 699 and quote the reference number 30496 ask for Edward Thorpe
Current turn over circa: £250,000
Offers over: £800,000
Established: 15 to 20 years
Gross Recurring Revenue: 200-300k
Number of staff: 1 to 3
Locations: Hertfordshire
Additional Notes: High Net-Worth IFA Housing £30m FUM with 70 Household
The acquisition of the business will 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 30488 ask for Edward Thorpe
Current turn over circa: £230,000
Offers over: £450,000
Established: 25 to 30 years
Gross Recurring Revenue: 150-200k
Number of staff: 1
Locations: Essex
Additional Notes:
Essex IFA Practice Managing £20m FUM, £140,000 Recurring Income with an Average Portfolio Size of c.£250,000
For more information please call 01765 698 699 and quote the reference number 30478 ask for Edward Thorpe
Current turn over circa: £700,000
Offers over: £1,840,000
Established: 20 to 25 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 1 to 3
Locations: Norfolk
Additional Notes:
IFA Practice with Recurring Income of c.£600,000 and a Maintainable Profit of c.£375,000 - £400,000
- Purchase will be structured as an asset and goodwill purchase
- One adviser in the Practice with capacity to take on more clients
- Average client size c.£250,000
For more information please call 01765 698 699 and quote the reference number 30476 ask for Edward Thorpe
Current turn over circa: £410,000
Offers over: £1,070,000
Established: 25 to 30 years
Gross Recurring Revenue: 300-500k
Number of staff: 1 to 3
Additional Notes:
Sole Trader Managing c.£40m FUM, an Average Client Size of £300,000 and Recurring Income of £300,000
- Full support staff within the Practice
- Principal wishes to handover the clients in 1-2 year period
- No Risky Products have been advised to Client within the Business
The Practice is based in the South Hampshire area
For more information please call 01765 698 699 and quote the reference number 30470 ask for Edward Thorpe
Current turn over circa: £650,000
Offers over: £1,850,000
Established: 10 to 15 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 1 to 3
Locations: Surrey
Additional Notes:
IFA Practice Managing c.£100m FUM, On Ongoing Charge of 0.6% With an Average Client Size of c.£500,000
- 90% of Clients in the Surrey area
- Maintainable Profit of the Practice is c.£300,000
- Both Principals looking to work in the business for the next 3-5 years
For more information please call 01765 698 699 and quote the reference number 30468 ask for Edward Thorpe
Current turn over circa: £300,000
Offers over: £670,000
Established: 20 to 25 years
Gross Recurring Revenue: 150-200k
Number of staff: 1
Locations: Birmingham
Additional Notes:
Birmingham IFA Practice Housing £40m FUM, A flat Ongoing Fee Of 0.5% Which Will be Structured as an Asset and Goodwill Sale
- No risky Products have been advised to clients within the company.
- Highly profitable as no staff (other than the Principal) sit within the Practice.
- Over 90% of Clients are Based in the Dudley and Birmingham Area.
For more information please call 01765 698 699 and quote the reference number 30467 ask for Edward Thorpe
Current turn over circa: £150,000
Offers over: £510,000
Established: 20 to 25 years
Gross Recurring Revenue: 100-150k
Number of staff: 1 to 3
Additional Notes:
Asset and Goodwill Purchase of c.£30m FUM, an Average Client Size of c.£250,000 with an Average Ongoing Charge of 0.5%
- Ideal handover for the Retiring Principal is 3-9 months to allow the clients a warm introduction to the new business
- The acquisition of the business will be structured as an asset and goodwill sale, with no liability assumed by the acquiring party
- Location: Slough/Uxbridge/Watford
For more information please call 01765 698 699 and quote the reference number 30457 ask for Edward Thorpe
Retiring IFA
Unit 6
Highfield Business Park
Ripon
North Yorkshire
HG4 2RN
01765 698 699
