Current turn over circa: £ 650,000
Offers over: £ 1,750,000
Established: More years
Gross Recurring Revenue: 300-500k
Number of staff: 3-5
Locations: Guildford
Additional Notes:
Highly Unique and Recession Resilient Practice Based in North Guildford with a Net Profit Margin of over 70% and c.£55m FUM.
With an average client portfolio size of £300K+, this business has the ability to drastically increase an acquirer’s FUM with relatively little extra cost, adding c.£400 of profit to your bottom line. The practice has been around for over 3 decades with no DB transfer exposure and a focus on financial planning. The Practice represents one of the cleanest and most efficient Business you’re likely to see anywhere on the marketplace at this time.
For more information please call 01765 698 699 and quote the reference number 30062
Current turn over circa: £ 220,000
Offers over: £ 660,000
Established: 10-1 years
Gross Recurring Revenue: 150-200k
Number of staff: 1-3
Locations: Surrey
Additional Notes:
Fantastic Directly Authorised Practice with 40% of the Clients above £500,000 and £25m FUM.
The Practice is attracting c.£25,000 a year in new ongoing fees solely through referrals, a testament to the brand strength and current success of the business. New clients taken on board are averaging over £500,000 portfolio size with over 80% of clients within the Surrey and South London area.
The Principle has developed a specialisation and technical expertise in one specific field, augmented through specialist accountants who provide referrals in the space. Looking forward, the Charted Principle is looking to sell and stay on a permanent basis, with the ambition to Buy-In to the Acquiring Party.
For more information please call 01765 698 699 and quote the reference number 30058
Current turn over circa: £ 500,000
Offers over: £ 1,600,000
Established: More years
Gross Recurring Revenue: 300-500k
Number of staff: 3-5
Locations: Hertfordshire
Additional Notes:
Exceptional Hertfordshire Based Business, with £60million in FUM, Turnover Approaching £500,000 with the Majority Representing Recurring Income.
With an average client portfolio size of £300K+, this business has the ability to drastically increase an acquirer’s FUM with relatively little extra cost, adding c.£300 of profit to your bottom line. The practice has been around for over 3 decades with no DB transfer exposure and a focus on financial planning. The Practice represents one of the cleanest and most efficient Business you’re likely to see anywhere on the marketplace at this time.
A dedicated back office team, including paraplanners and admin staff, have worked alongside the advisors to ensure a top quality level of service, any acquirers offering a similarly high level of service would be well placed to make an offer. My client is flexible on deal structure and is willing to take a handover period of up to 2 years.
For more information please call 01765 698 699 and quote the reference number 30055
Current turn over circa: £ 200,000
Offers over: £ 670,000
Established: More years
Gross Recurring Revenue: 150-200k
Number of staff: 1-3
Locations: Cambridgeshire
Additional Notes:
Opportunity to Buy a Fantastic Bank of 300 Active Renewal clients, Turning Over c.£200,000 (97% Recurring) with all Clients on 0.5% Ongoing Advisory Charge.
The Practice is attracting an Average of 2-3 new clients per month through referrals alone, a testament to the brand strength and current success of the business. New clients taken on board are averaging over £500,000 portfolio size with over 80% of clients within the Cambridge postcode. The Practice represents an opportunity with huge potential uplift and a very attractive payback period for an initial investment.
There is also large opportunity within the 200 inactive clients the Practice holds. For a business which has just a small amount of spare staff capacity, at least 30 of the clients could be converted to active clients, creating an additional £30,000 in Recurring almost immediately from just this channel alone.
For more information please call 01765 698 699 and quote the reference number 30053
Current turn over circa: £ 300,000
Offers over: £ 360,000
Established: 15-2 years
Gross Recurring Revenue: 70-100k
Number of staff: 1-3
Locations: Dartford
Additional Notes:
Dartford based Mortgage Practice with almost 2,000 Active Clients, over £300,000 in Revenue and huge potential on the Wealth Management side.
Established almost 20 years without a single complaint upheld, this business has developed incredibly consistent revenue growth and a large, loyal customer base. The average client returns to the Practice 7-8 times for either rate switches or different products. As a result, revenue growth has been incredibly consistent for the previous 5 year and the unwinding of existing business alone secures the cash flows next 5-10 years.
The Practice does not have the capacity to cope with the volume of new business experienced in recent years - just this month over 7 first time buyers have purchased a mortgage through the practice. Not only is there large potential on the mortgage and protection side of the Practice with new and existing business, but the entire client bank is also untapped for wealth management advice - over 400 of the active clients are estimated to have over £500,000 in either pension or investments.
For more information please call 01765 698 699 and quote the reference number 30042
Current turn over circa: £ 900,000
Offers over: £ 1,450,000
Established: 5-10 years
Gross Recurring Revenue: 300-500k
Number of staff: 5-10
Locations: St Albans
Additional Notes: Exceptional St Albans based Practice with £400,000 Recurring, c.£80m Funds under Management and an average client age of 50
The Practice services over 900 clients with the average age of 50 and has huge potential for endogenous growth through new business generation with existing clients. The business has the potential to double in size over the next 3-5 years as funds of clients grow naturally into the retirement phase. In conjunction with potential in the volume of clients, the ongoing adviser charges are a mix between 0.5% and 0.75% ongoing, representing huge potential for fee uplift and value accretion.
The Practice is attracting an Average of 2-3 new enquires per month solely through referrals, a testament to the brand strength and current success of the business. Due to the client objective orientated and tailored service provided, the Practice has never had a complaint upheld and hence has exceedingly low PI costs of below £11,000.
A large amount of new business is being written each year with approximately £120,000 in Mortgages, £180,000 Pensions in tandem with recurring revenue of c.£400,000. Three Advisers are flexible to stay in the business on a more permanent basis, ensuring near 100% retention and continuity post-acquisition.
For more information please call 01765 698 699 and quote the reference number 30035
Current turn over circa: £ 260,000
Offers over: £ 840,000
Established: 5-10 years
Gross Recurring Revenue: 200-300k
Number of staff: 1-3
Locations: Greater London
Additional Notes:
Multi Award Winning, Boutique IFA in Central London specialising in High Net Worth clients (average portfolio size of £500,000), servicing portfolios up to £6,000,000 with £25m FUM and c.£240,000 in Recurring Revenue
A fantastically profitable business which partially credits success from implementing a minimum investment level of £250,000 per client, ensuring every single client is profitable and high margin. The majority of clients travel to a serviced office in central London making the business both highly portable and flexible. The Practice represents an acquisition that will be immediately accretive to the bottom line of any buyer with a very attractive payback period.
The success of the 20% Year-on-Year growth over the last 3 years can be partly accredited to the unique 4 stage client generation process from first contact to taking a client on board. From the first meeting, over 70% of prospects are converted to clients and over 95% once Terms and Conditions are signed.
One employed Adviser is flexible to stay in the business on a more permanent basis and help develop the business to the next level of growth and development. The breakdown of revenue compromises 65% investments, 25% pension (More details on request).
To find out more about this opportunity please contact Ben Spratt, quoting reference: 375565
For more information please call 01765 698 699 and quote the reference number 30028
Current turn over circa: £ 80,000
Offers over: £ 255,000
Established: 20-2 years
Gross Recurring Revenue: 50-70k
Number of staff: 0-1
Locations: Hertfordshire
Additional Notes: Reference number 393282
My client has built up the business to having 75 clients in the business having an average portfolio size of £200K.
The IFA is willing to give a warm handover to you for as long as is necessary to transition the clients to your business.
The firm have always been at the forefront of innovation and use IO where they electronically store their files and have all data on their clients. Whatever back office system you have they will be easily transferred to you.
Call Jamie Bradbury at Retiring IFA today on 01765 698 699 to find out more about this exceptional seller.
For more information please call 01765 698 699 and quote the reference number 30027
Current turn over circa: £ 500,000
Offers over: £ 1,600,000
Established: More years
Gross Recurring Revenue: 300-500k
Number of staff: 3-5
Locations: Hertfordshire
Additional Notes:
Exceptional Hertfordshire Based Business, with £60million in FUM, Turnover Approaching £500,000 with the Majority Representing Recurring Income.
With an average client portfolio size of £300K+, this business has the ability to drastically increase an acquirer’s FUM with relatively little extra cost, adding c.£300 of profit to your bottom line. The practice has been around for over 3 decades with no DB transfer exposure and a focus on financial planning. The Practice represents one of the cleanest and most efficient Business you’re likely to see anywhere on the marketplace at this time.
A dedicated back office team, including paraplanners and admin staff, have worked alongside the advisors to ensure a top quality level of service, any acquirers offering a similarly high level of service would be well placed to make an offer. My client is flexible on deal structure and is willing to take a handover period of up to 2 years.
For more information please call 01765 698 699 and quote the reference number 30055
Current turn over circa: £ 300,000
Offers over: £ 360,000
Established: 15-2 years
Gross Recurring Revenue: 70-100k
Number of staff: 1-3
Locations: Dartford
Additional Notes:
Dartford based Mortgage Practice with almost 2,000 Active Clients, over £300,000 in Revenue and huge potential on the Wealth Management side.
Established almost 20 years without a single complaint upheld, this business has developed incredibly consistent revenue growth and a large, loyal customer base. The average client returns to the Practice 7-8 times for either rate switches or different products. As a result, revenue growth has been incredibly consistent for the previous 5 year and the unwinding of existing business alone secures the cash flows next 5-10 years.
The Practice does not have the capacity to cope with the volume of new business experienced in recent years - just this month over 7 first time buyers have purchased a mortgage through the practice. Not only is there large potential on the mortgage and protection side of the Practice with new and existing business, but the entire client bank is also untapped for wealth management advice - over 400 of the active clients are estimated to have over £500,000 in either pension or investments.
For more information please call 01765 698 699 and quote the reference number 30042
Current turn over circa: £ 350,000
Offers over: £ 250,000
Established: 10-1 years
Gross Recurring Revenue: 50-70k
Number of staff: 3-5
Locations: Romford
Additional Notes:
Profitable Romford Based IFA and Mortgage, Directly Authorised limited Company housing £20m FUM and c.£350k of Turnover.
This diverse business has several different forms of income. The financial services side has clients that have average investment portfolios of 150k. The majority of the income is made up of mortgage business, but they also deal with wills and probate work and general insurance.
The Practice has huge potential for endogenous growth through new business generation with existing clients and has the potential to double in size over the next 3-5 years as funds of clients grow naturally into retirement age. In conjunction with potential in the volume of clients, the ongoing adviser charges are a mix between 0-0.5%, representing huge potential for fee uplift and value accretion.
The Practice services over 800 clients with 90% situated in the Redhill area. This model is highly portable and any acquirer will be able to service the clients efficiently, eliminating the need for traveling thus saving both time and money.
For more information please call 01765 698 699 and quote the reference number 30137
Current turn over circa: £ 230,000
Offers over: £ 650,000
Established: 20-2 years
Gross Recurring Revenue: 150-200k
Number of staff: 0-1
Locations: Chelmsford
Additional Notes:
Fantastic Chelmsford Practice Established over Two Decades with £200,000 in Recurring income, £25m FUM and c.70% of funds in Pensions.
Rare opportunity to acquire a fantastically profitable practice established over two decades ago with a very clean history of operation. The high level of profitability can be partly accredited to a very high level (over 80%) of clients traveling to the office for annual reviews. This model is highly portable and any acquirer will be able to service the clients efficiently, eliminating the need for traveling thus saving both time and money.
There is also large opportunity within the 2000 inactive clients the Practice holds. For a business which has just a small amount of spare staff capacity, at least 30 of the clients could be converted to active clients, creating an additional £30,000 in Recurring almost immediately from just this channel alone.
For more information please call 01765 698 699 and quote the reference number 30078
Current turn over circa: £ 230,000
Offers over: £ 650,000
Established: 20-2 years
Gross Recurring Revenue: 150-200k
Number of staff: 0-1
Locations: Chelmsford
Additional Notes:
Fantastic Chelmsford Practice Established over Two Decades with £200,000 in Recurring income, £25m FUM and c.70% of funds in Pensions.
Rare opportunity to acquire a fantastically profitable practice established over two decades ago with a very clean history of operation. The high level of profitability can be partly accredited to a very high level (over 80%) of clients traveling to the office for annual reviews. This model is highly portable and any acquirer will be able to service the clients efficiently, eliminating the need for traveling thus saving both time and money.
There is also large opportunity within the 2000 inactive clients the Practice holds. For a business which has just a small amount of spare staff capacity, at least 30 of the clients could be converted to active clients, creating an additional £30,000 in Recurring almost immediately from just this channel alone.
For more information please call 01765 698 699 and quote the reference number 30078
Current turn over circa: £ 250,000
Offers over: £ 780,000
Established: 15 to 20 years
Gross Recurring Revenue: 200-300k
Number of staff: 1 to 3
Locations: Croydon
Additional Notes:
Extraordinarily Profitable IFA Practice, Housing HNW families (C.£600k per household) and £26m Funds Under Management
Rare opportunity to acquire a fantastically profitable Practice established over a decade ago with zero complaints made since inception. The high level of profitability can be partly accredited to a very high level (over 80%) of clients in the Surrey, Guildford and South London area. This model is highly portable and any acquirer will be able to service the clients efficiently, eliminating the need for traveling thus saving both time and money.
The acquisition of the practice would be structured as an asset and goodwill sale, with no liability assumed by the acquiring party and no FCA change in control required.
The principle has a strong preference for partial share remuneration for the Practice with a vested interested in the acquiring party moving forward.
For more information please call 01765 698 699 and quote the reference number 30174
Retiring IFA
Unit 6
Highfield Business Park
Ripon
North Yorkshire
HG4 2RN
01765 698 699
