Current turn over circa: £600,000
Offers over: £1,800,000
Established: 15 to 20 years
Gross Recurring Revenue: 300-500k
Number of staff: 3 to 5
Additional Notes: This firm has an office and advisers in place, so would be suitable for a firm looking for a presence in Cornwall where the business can continue working efficiently.
With zero DB transfers or complaints, this firm has a remarkably clean compliance record, representing a business with minimal risk to be taken on by an acquirer.
For more information please call 01765 698 699 and quote the reference number 31890 ask for Edward Thorpe
Current turn over circa: £550,000
Offers over: £1,850,000
Established: 15 to 20 years
Gross Recurring Revenue: 300-500k
Number of staff: 3 to 5
Additional Notes: This firm has an average portfolio size per household just below £600k, meaning you will be servicing highly profitable clients.
With there being just one adviser, who is retiring, this has the potential to bolt in c. £500k in recurring revenue to your existing adviser base.
The average age of the client bank is 55, so there is still further room for portfolio accumulation.
For more information please call 01765 698 699 and quote the reference number 31882 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: 0
Locations: Mid Glamorgan
Additional Notes: This firm operates with a competitive charging structure, averaging 0.65% in ongoing advice fees. For an acquisitive buyer, this presents a clear opportunity to uplift revenues over time.
The client base is relatively young, with an average age of 55, providing excellent potential for long-term retention and further accumulation of funds in the decades ahead.
Additionally, the majority of assets are already consolidated on a single platform, ensuring a straightforward handover and smooth integration into the acquiring business.
For more information please call 01765 698 699 and quote the reference number 31867 ask for Edward Thorpe
Current turn over circa: £900,000
Offers over: £3,000,000
Established: 15 to 20 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 5 to 10
Additional Notes: This business is on a 0.5% OAC structure, meaning there is the potential for future uplift in revenues.
There are staff in place who would look to continue working post sale, minimising the disruption to clients post sale.
For more information please call 01765 698 699 and quote the reference number 31861 ask for Edward Thorpe
Current turn over circa: £100,000
Offers over: £315,000
Established: 20 to 25 years
Gross Recurring Revenue: 70-100k
Number of staff: 1
Locations: Hampshire
Additional Notes: This is a network-appointed firm, meaning there is no transfer of regulatory liability to the acquiring party, simplifying the acquisition process.
90% of client assets are held across just two platforms, ensuring a smooth and straightforward integration into an acquiring firm’s existing structure.
The adviser is retiring and is happy to support a full handover, with a clearly defined exit date of up to two years away, or sooner, depending on the acquirer’s preference. This allows for maximum continuity and client retention.
The firm has a clean compliance history, with no complaints on record throughout its trading history.
For more information please call 01765 698 699 and quote the reference number 31845 ask for Edward Thorpe
Current turn over circa: £250,000
Offers over: £650,000
Established: 15 to 20 years
Gross Recurring Revenue: 150-200k
Number of staff: 1
Locations: Devon
Additional Notes: This opportunity offers strong continuity, with the adviser committed to remaining in post for a minimum of three years post-sale, helping to ensure client retention and a smooth transition.
The vast majority of client assets are held on a single platform, making it significantly easier to integrate into an acquiring firm’s systems and processes.
As a network-appointed business, there is no transfer of regulatory liability to the buyer, reducing risk and simplifying due diligence.
For more information please call 01765 698 699 and quote the reference number 31843 ask for Edward Thorpe
Current turn over circa: £220,000
Offers over: £750,000
Established: 5 to 10 years
Gross Recurring Revenue: 150-200k
Number of staff: 1
Locations: Mid Glamorgan
Additional Notes: The ongoing adviser charge of 0.4% represents huge potential for fee uplift and value accretion
Average portfolios above £400k means that the clients are well worth servicing.
The sole advisor is able to work a prolonged handover of 1-2 years to ensure the smooth onboarding of new clients.
For more information please call 01765 698 699 and quote the reference number 31816 ask for Edward Thorpe
Current turn over circa: £220,000
Offers over: £750,000
Established: 5 to 10 years
Gross Recurring Revenue: 150-200k
Number of staff: 1
Locations: Mid Glamorgan
Additional Notes: The ongoing adviser charge of 0.4% represents huge potential for fee uplift and value accretion
Average portfolios above £400k means that the clients are well worth servicing.
The sole advisor is able to work a prolonged handover of 1-2 years to ensure the smooth onboarding of new clients.
For more information please call 01765 698 699 and quote the reference number 31816 ask for Edward Thorpe
Current turn over circa: £250,000
Offers over: £700,000
Established: 10 to 15 years
Gross Recurring Revenue: 150-200k
Number of staff: 1 to 3
Locations: Somerset
Additional Notes: Average ongoing fees of 0.6% providing unusual room for uplifting fees.
Clean DA business as no high risk products have been advised to clients and there are no upheld or outstanding complaints.
For more information please call 01765 698 699 and quote the reference number 15496 ask for Edward Thorpe
Current turn over circa: £75,000
Offers over: £225,000
Established: 10 to 15 years
Gross Recurring Revenue: 50-70k
Number of staff: 1 to 3
Locations: Somerset
Additional Notes: The average portfolio per household exceeds £400k, making this a highly attractive client base to service.
This sale involves no staff or liabilities transferring, resulting in a straightforward onboarding of recurring income.
Clients are geographically concentrated in the South West, offering easy servicing for firms with an existing presence in the region.
For more information please call 01765 698 699 and quote the reference number 31798 ask for Edward Thorpe
Current turn over circa: £50,000
Offers over: £100,000
Established: 3 to 5 years
Gross Recurring Revenue: 30-50k
Number of staff: 0
Locations: West Glamorgan
Additional Notes: An average portfolio size of £300,000 indicates that these are high-value clients, well worth servicing.
With a 0.6% average ongoing fee, this firm presents a strong opportunity for uplift and value accretion.
With no staff or liabilities, this would be a smooth, low-risk client acquisition.
For more information please call 01765 698 699 and quote the reference number 31796 ask for Edward Thorpe
Current turn over circa: £90,000
Offers over: £225,000
Established: 1 to 3 years
Gross Recurring Revenue: 70-100k
Number of staff: 0
Locations: Pembrokeshire
Additional Notes: The 0.75% ongoing adviser charge leaves room for future uplift and increased recurring revenue as part of a value-enhancing acquisition strategy.
Assets are largely held on a single platform and the client base is geographically concentrated, making integration into a new firm straightforward and operationally efficient.
The proposition is focused entirely on pensions and investments, simplifying the transition process while also presenting opportunities to introduce new services and broaden revenue streams.
For more information please call 01765 698 699 and quote the reference number 31792 ask for Edward Thorpe
Current turn over circa: £110,000
Offers over: £350,000
Established: 5 to 10 years
Gross Recurring Revenue: 100-150k
Number of staff: 0
Additional Notes: The average portfolio size per household of this firm is just shy of £400, so you will be looking after a small group of high quality clients.
This would be an asset purchase with no staff involved, meaning this will increase the simplicity of the transaction.
For more information please call 01765 698 699 and quote the reference number 31773 ask for Edward Thorpe
Current turn over circa: £180,000
Offers over: £350,000
Established: 20 to 25 years
Gross Recurring Revenue: 100-150k
Number of staff: 1
Locations: Dorset
Additional Notes: The firm has an average on-going advisor charge of 0.5%, representing significant uplift potential.
There would be no staff or office to be taken on, so these clients could bolt straight into your business.
They have a high-quality client base almost purely pensions and investments funds.
For more information please call 01765 698 699 and quote the reference number 31768 ask for Edward Thorpe
Current turn over circa: £100,000
Offers over: £300,000
Established: More than 35 years
Gross Recurring Revenue: 70-100k
Number of staff: 0
Locations: Surrey
Locations: Guildford
Additional Notes: Average portfolio size per household of £236,000, meaning each client will be worth time servicing.
Average on-going advisor charge of 0.5, representing significant uplift potential.
For more information please call 01765 698 699 and quote the reference number 31021 ask for Edward Thorpe
Current turn over circa: £1,100,000
Offers over: £4,000,000
Established: 15 to 20 years
Gross Recurring Revenue: 1-2m
Number of staff: 5 to 10
Additional Notes: With an average household age of 56, there is room for further portfolio accumulation.
For more information please call 01765 698 699 and quote the reference number 31719 ask for Edward Thorpe
Current turn over circa: £1,400,000
Offers over: £2,800,000
Established: 10 to 15 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 5 to 10
Additional Notes: This firm has infrastructure in place to caryy on operating profitably post-sale.
For more information please call 01765 698 699 and quote the reference number 31703 ask for Edward Thorpe
Current turn over circa: £180,000
Offers over: £615,000
Established: 15 to 20 years
Gross Recurring Revenue: 150-200k
Number of staff: 0
Additional Notes: With 95% of their assets with three major providers, this should lead to smoother transition post-sale.
There are no staff involved in this sale, so clients can be bolted on immediately.
For more information please call 01765 698 699 and quote the reference number 31702 ask for Edward Thorpe
Current turn over circa: £1,250,000
Offers over: £4,500,000
Established: 15 to 20 years
Gross Recurring Revenue: 1-2m
Number of staff: 5 to 10
Additional Notes: With an average portfolio size per household above £0.5m, you will be servicing highly profitable clients.
This business is highly aligned to two major platforms, ensuring a smoother transition of client assets.
For more information please call 01765 698 699 and quote the reference number 31696 ask for Edward Thorpe
Current turn over circa: £200,000
Offers over: £650,000
Established: 5 to 10 years
Gross Recurring Revenue: 150-200k
Number of staff: 1
Locations: Cornwall
Additional Notes: With just 55 households, you will be purchasing a core group of key, HNW clients.
The majority of the assets are with a couple of mainstream platforms, meaning the ttransitioning of clients will be simple.
For more information please call 01765 698 699 and quote the reference number 31623 ask for Edward Thorpe
Retiring IFA
Unit 6
Highfield Business Park
Ripon
North Yorkshire
HG4 2RN
01765 698 699
