Current turn over circa: £300,000
Offers over: £1,000,000
Established: 15 to 20 years
Gross Recurring Revenue: 200-300k
Number of staff: 1
Locations: County Antrim
Locations: Belfast
Additional Notes: Acquiring this firm would bring c.£46m in funds across 90 households, producing c.£260k in recurring income and an average client portfolio value around £400,000. The business has a well-established and loyal client base, providing a strong foundation for long-term client retention and ongoing revenue stability.
With a low average on-going adviser charge of 0.5%, this is an opportunity for you to bolt on his clients and potentially see huge uplifts while significantly raising the value that you could generate from those clients.
For more information please call 01765 698 699 and quote the reference number 31896 ask for Edward Thorpe
Current turn over circa: £320,000
Offers over: £1,000,000
Established: 25 to 30 years
Gross Recurring Revenue: 200-300k
Number of staff: 1 to 3
Locations: County Down
Additional Notes: Acquiring this firm would bring c.£40m in funds across 100 households, producing c.£200k in recurring income and an average client portfolio value around £170,000. The business has a well-established and loyal client base, providing a strong foundation for long-term client retention and ongoing revenue stability.
With a low average on-going adviser charge of 0.75%, this is an opportunity for you to bolt on his clients and potentially see huge uplifts while significantly raising the value that you could generate from those clients.
In addition, with an average client age of only 65, the book offers exceptional longevity, with many clients expected to remain for 15 years or more.
For more information please call 01765 698 699 and quote the reference number 31879 ask for Edward Thorpe
Current turn over circa: £700,000
Offers over: £1,900,000
Established: 25 to 30 years
Gross Recurring Revenue: 300-500k
Number of staff: 3 to 5
Additional Notes: This business has over 95% of their assets with one major provider, which will make the transition of client assets much smoother.
There is no liability from DB transfers to be taken on, reducing the risk of purchasing this firm.
Having been around for over 25 years, this is a loyal client base and established business which shoudl help with client retention.
For more information please call 01765 698 699 and quote the reference number 16880 ask for Byron Snaith
Current turn over circa: £175,000
Offers over: £500,000
Established: 15 to 20 years
Gross Recurring Revenue: 100-150k
Number of staff: 1 to 3
Locations: Aberdeenshire
Additional Notes:
Clients hold average portfolio sizes of £360,000, offering clear, demonstrable profit from servicing.
The firm is being sold as an asset purchase, so there would be no liabilities passed on.
Average ongoing fees are 0.5%, providing scope for uplift, giving an acquirer the opportunity to raise revenue significantly.
For more information please call 01765 698 699 and quote the reference number 31851 ask for Byron Snaith
Current turn over circa: £160,000
Offers over: £320,000
Established: 10 to 15 years
Gross Recurring Revenue: 70-100k
Number of staff: 1
Locations: Lanarkshire
Additional Notes: Located in Glasgow, this reputable financial advisory firm oversees £15 million in funds under advice, delivering approximately £80,000 in recurring annual revenue.
With an average ongoing adviser fee of 0.5%, there is a clear opportunity for an acquiring business to optimise revenue by adjusting client charges to reflect industry-standard levels.
The client base stands out for its younger-than-average profile, with an average age of 60, providing a long-term horizon for ongoing service.
For more information please call 01765 698 699 and quote the reference number 31817 ask for Byron Snaith
Current turn over circa: £140,000
Offers over: £350,000
Established: 10 to 15 years
Gross Recurring Revenue: 100-150k
Number of staff: 0
Locations: Lanarkshire
Locations: Motherwell
Additional Notes: This well-established Motherwell-based financial advisory firm brings over £26 million in funds under advice, generating approximately £110,000 in recurring income.
With an ongoing adviser charge averaging just 0.60%, there is a clear opportunity for an acquiring firm to enhance revenue by aligning client charging structures with industry norms.
With an average client age of just 53, this firm offers exceptional longevity within the client book, ensuring a high return on investment for the acquirer. The relatively young demographic provides a longer runway for financial planning, ongoing service delivery, and recurring revenue making this acquisition particularly attractive for firms seeking sustainable growth and long-term profitability.
For more information please call 01765 698 699 and quote the reference number 31815 ask for Byron Snaith
Current turn over circa: £700,000
Offers over: £2,300,000
Established: 25 to 30 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 5 to 10
Additional Notes: This business has advisers, back-office members of staff and an office in place, making this an ideal opportunity to gain a hub presence in Scotland.
For more information please call 01765 698 699 and quote the reference number 31759 ask for Byron Snaith
Current turn over circa: £1,400,000
Offers over: £4,100,000
Established: 15 to 20 years
Gross Recurring Revenue: 1-2m
Number of staff: 5 to 10
Additional Notes: This firm has an average portfolio size per household above £0.5m, meaning you will be servicing high quality, profitable clients.
With succession planning in place, this business can continue operating efficiently post-sale.
For more information please call 01765 698 699 and quote the reference number 31689 ask for Byron Snaith
Current turn over circa: £3,000,000
Offers over: £8,000,000
Established: 15 to 20 years
Gross Recurring Revenue: More than 2m
Number of staff: 10 to 20
Additional Notes: With succession planning in place, this is a great opportunity to gain a presence in Scotland with qualified advisers and back-office support.
For more information please call 01765 698 699 and quote the reference number 31150 ask for Edward Thorpe
Current turn over circa: £700,000
Offers over: £2,200,000
Established: 3 to 5 years
Gross Recurring Revenue: 300-500k
Number of staff: 5 to 10
Additional Notes: With an average household value over £600k, your time will be well spent with profitable clients.
An average client age in their mid-50s means there is still room for further portfolio accumulation.
For more information please call 01765 698 699 and quote the reference number 31590 ask for Byron Snaith
Current turn over circa: £810,000
Offers over: £2,900,000
Established: 15 to 20 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 3 to 5
Locations: Lanarkshire
Additional Notes:
- Directly Authorised Ltd Company
- Share Sale Only
- No DB No claims pending or upheld
- Principal to be retained
For more information please call 01765 698 699 and quote the reference number 31552 ask for Byron Snaith
Current turn over circa: £300,000
Offers over: £1,200,000
Established: 15 to 20 years
Gross Recurring Revenue: 200-300k
Number of staff: 1
Locations: Aberdeenshire
Additional Notes:
- HNW client base average of £400k per household
- 15 Households between £1m and £2m
For more information please call 01765 698 699 and quote the reference number 31448 ask for Byron Snaith
Current turn over circa: £560,000
Offers over: £1,500,000
Established: 15 to 20 years
Gross Recurring Revenue: 300-500k
Number of staff: 3 to 5
Locations: Glasgow
Additional Notes:
Established IFA business benefits from the following:
- Average Households > £250k
- 95% clients within 1 hour of office location
- Scalable opportunity
Minimum 55% paid on completion over 2yrs max
For more information please call 01765 698 699 and quote the reference number 31419 ask for Byron Snaith
Current turn over circa: £170,000
Offers over: £320,000
Established: 10 to 15 years
Gross Recurring Revenue: 100-150k
Number of staff: 0
Locations: Anterim
Locations: Belfast
Additional Notes: - The average investment per household is over £180,000 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 31335 ask for Edward Thorpe
Current turn over circa: £300,000
Offers over: £1,000,000
Established: 5 to 10 years
Gross Recurring Revenue: 200-300k
Number of staff: 1
Locations: Edinburgh
Additional Notes: Firm benefits from:
- NHS clients
- Strong referrals pipeline from Professional Introducers
- No DB
- Share Sale required with a minimum of 60% on day one
- 4x 60/20/20
For more information please call 01765 698 699 and quote the reference number 31265 ask for Byron Snaith
Current turn over circa: £1,000,000
Offers over: £3,000,000
Established: 3 to 5 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 10 to 20
Locations: West Lothian
Locations: Edinburgh
Additional Notes: Average portfolio values per-household of near £300,000 means time won't be wasted with low value clients.
For more information please call 01765 698 699 and quote the reference number 31163 ask for Byron Snaith
Current turn over circa: £350,000
Offers over: £1,450,000
Established: 20 to 25 years
Gross Recurring Revenue: 200-300k
Number of staff: 1 to 3
Locations: Edinburgh
Additional Notes: Retiring IFA Partnership with profitable HNW clients
- Warm handover 12/24 months
- No DB transfers
- Asset Sale minimum of 60% deposit 60/20/20
For more information please call 01765 698 699 and quote the reference number 31156 ask for Byron Snaith
Current turn over circa: £180,000
Offers over: £390,000
Established: 15 to 20 years
Gross Recurring Revenue: 100-150k
Number of staff: 0
Locations: Fife
Locations: Kirkcaldy
Additional Notes: Average portfolio per-household above £300k, meaning time will be spent with high-value clients.
For more information please call 01765 698 699 and quote the reference number 31082 ask for Byron Snaith
Current turn over circa: £800,000
Offers over: £3,100,000
Established: 10 to 15 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 5 to 10
Locations: Edinburgh
Additional Notes:
- Average Households >350k
For more information please call 01765 698 699 and quote the reference number 31054 ask for Byron Snaith
Current turn over circa: £260,000
Offers over: £950,000
Established: 15 to 20 years
Gross Recurring Revenue: 200-300k
Number of staff: 0
Locations: Lanarkshire
Locations: Glasgow
Additional Notes:
- Directly Authorised Glasgow IFA
- Share or Asset sale considered
- No DB business with opportunity for uplift
- 60% deposit required
For more information please call 01765 698 699 and quote the reference number 30667 ask for Byron Snaith
Retiring IFA
Unit 6
Highfield Business Park
Ripon
North Yorkshire
HG4 2RN
01765 698 699
