Current turn over circa: £320,000
Offers over: £1,050,000
Established: 10 to 15 years
Gross Recurring Revenue: 200-300k
Number of staff: 1
Additional Notes: With an average on-going adviser charge of 0.5%, there could be potential for further uplift.
With just 90 active clients, you can be sure of a very high-quality client bank.
For more information please call 01765 698 699 and quote the reference number 31505
Current turn over circa: £50,000
Offers over: £100,000
Established: 30 to 35 years
Gross Recurring Revenue: 30-50k
Number of staff: 0
Locations: North Yorkshire
Locations: York
Additional Notes: - 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.
- Asset Sale
For more information please call 01765 698 699 and quote the reference number 31479
Current turn over circa: £500,000
Offers over: £1,800,000
Established: 25 to 30 years
Gross Recurring Revenue: 300-500k
Number of staff: 1 to 3
Locations: North Yorkshire
Locations: York
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.
- The principal is happy to engage in a 1-2 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 31466
Current turn over circa: £220,000
Offers over: £640,000
Established: 30 to 35 years
Gross Recurring Revenue: 150-200k
Number of staff: 0
Locations: North Yorkshire
Locations: York
Additional Notes: - Favourable Ongoing Advisor Charge: a very low ongoing advisor charge of just 0.5% creates ample room for potential profit uplift, ensuring you maximise returns after acquisition.
- Lucrative Client Base: With an average investment per household exceeding £300,000, the vast majority of clients are highly profitable to service.
- Stability in Client Demographics: The average age of clients is 65, providing longevity within the client book and ensuring a high return on investment for years to come.
- The principal is happy to engage in a 6-12 months 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 31437
Current turn over circa: £120,000
Offers over: £350,000
Established: 25 to 30 years
Gross Recurring Revenue: 70-100k
Number of staff: 0
Locations: Tyne and Wear
Locations: Newcastle upon Tyne
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 £200,000 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.
- The principal is happy to engage in a 6 - 12 month 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 31440
Current turn over circa: £220,000
Offers over: £720,000
Established: 30 to 35 years
Gross Recurring Revenue: 150-200k
Number of staff: 0
Locations: North Yorkshire
Locations: York
Additional Notes: - Favourable Ongoing Advisor Charge: a very low ongoing advisor charge of just 0.5% creates ample room for potential profit uplifts, ensuring you maximise returns after acquisition.
- Lucrative Client Base: With an average investment per household exceeding £300,000, the vast majority of clients are highly profitable to service.
- Stability in Client Demographics: The average age of clients is 65, providing longevity within the client book and ensuring a high return on investment for years to come.
- 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 31437
Current turn over circa: £150,000
Offers over: £350,000
Established: 10 to 15 years
Gross Recurring Revenue: 100-150k
Number of staff: 0
Locations: North Yorkshire
Locations: York
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 £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.
For more information please call 01765 698 699 and quote the reference number 31263
Current turn over circa: £130,000
Offers over: £360,000
Established: 15 to 20 years
Gross Recurring Revenue: 100-150k
Number of staff: 0
Locations: South Yorkshire
Locations: Sheffield
Additional Notes: - Low ongoing advisor charge of 0.75% providing room for potential uplift maximising profits post-acquisition.
- 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 31387
Current turn over circa: £850,000
Offers over: £2,000,000
Established: 20 to 25 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 3 to 5
Locations: North Yorkshire
Locations: York
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 £300,000 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 31333
Current turn over circa: £180,000
Offers over: £450,000
Established: 20 to 25 years
Gross Recurring Revenue: 100-150k
Number of staff: 1
Locations: Lincolnshire
Locations: Lincoln
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 £200,000 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 31331
Current turn over circa: £700,000
Offers over: £2,400,000
Established: 20 to 25 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 1 to 3
Locations: Tyne and Wear
Locations: Newcastle
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 £500,000 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 31309
Current turn over circa: £150,000
Offers over: £350,000
Established: 10 to 15 years
Gross Recurring Revenue: 100-150k
Number of staff: 0
Locations: North Yorkshire
Locations: Stockton on Tees
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 £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.
For more information please call 01765 698 699 and quote the reference number 31263
Current turn over circa: £160,000
Offers over: £375,000
Established: 15 to 20 years
Gross Recurring Revenue: 100-150k
Number of staff: 1
Locations: East Riding of Yorkshire
Locations: Stockton on Tees
Additional Notes: - The average client age is 60, providing longevity withing 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 31261
Current turn over circa: £450,000
Offers over: £1,750,000
Established: 20 to 25 years
Gross Recurring Revenue: 300-500k
Number of staff: 1 to 3
Locations: West Yorkshire
Locations: Leeds
Additional Notes:
- IO Back Office
- Established for over 20 years
- Share sale
- Min deposit of 65%
For more information please call 01765 698 699 and quote the reference number 31251
Current turn over circa: £350,000
Offers over: £920,000
Established: 10 to 15 years
Gross Recurring Revenue: 200-300k
Number of staff: 0
Locations: North Yorkshire
Locations: York
Additional Notes:
- The average investment per household is over £350,000 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 31234
Current turn over circa: £250,000
Offers over: £890,000
Established: 10 to 15 years
Gross Recurring Revenue: 150-200k
Number of staff: 1
Locations: West Yorkshire
Locations: Huddersfield
Additional Notes:
Directly Authorised Business benefits from the following:
- 350k average households
- No DBs low PI premium
- 0.6% average ongoing fees uplift potential
- Retirement Sale warm handover of 12 months
Acquirers offering to do a Share Purchase with a payment profile of 60/20/20 24 months maximum and with a local presence will be considered favourably
For more information please call 01765 698 699 and quote the reference number 31213
Current turn over circa: £60,000
Offers over: £185,000
Established: 25 to 30 years
Gross Recurring Revenue: 50-70k
Number of staff: 0
Locations: South Yorkshire
Locations: Sheffield
Additional Notes: - Low ongoing advisor charge of 0.75% providing room for potential uplift maximising profits post acquisition.
- The average investment per household is over £190,000 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.
For more information please call 01765 698 699 and quote the reference number 31204
Current turn over circa: £800,000
Offers over: £2,250,000
Established: 10 to 15 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 5 to 10
Locations: North Yorkshire
Locations: York
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 £400,000 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.
- Vendor is ideally looking for a buyer that would retain team members to ensure minimal disruption between the current advisor relationships.
For more information please call 01765 698 699 and quote the reference number 31174
Current turn over circa: £320,000
Offers over: £760,000
Established: 15 to 20 years
Gross Recurring Revenue: 150-200k
Number of staff: 1
Locations: South Yorkshire
Locations: Sheffield
Additional Notes: - Very low ongoing advisor charge of 0.5% providing room for potential uplift maximising profits post acquisition.
- The average investment per household is over £250,000 making the vast majority of clients are profitable to service face two face.
- No high-risk products have been advised in the business, reducing the liability of a potential purchase.
For more information please call 01765 698 699 and quote the reference number 15341
Current turn over circa: £650,000
Offers over: £2,150,000
Established: 20 to 25 years
Gross Recurring Revenue: 300-500k
Number of staff: 3 to 5
Locations: North Yorkshire
Locations: Leeds
Additional Notes: - Low ongoing advisor charge of 0.8% 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.
- No high-risk products have been advised in the business, reducing the liability of a potential purchase.
For more information please call 01765 698 699 and quote the reference number 31144
Retiring IFA
Unit 6
Highfield Business Park
Ripon
North Yorkshire
HG4 2RN
01765 698 699
