Current turn over circa: £800,000
Offers over: £250,000
Established: 20 to 25 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 3 to 5
Locations: Devon
Additional Notes:
Retiring IFA Running a Devon Based Practice With £120m FUM and 0.5% Average Ongoing Advisory Charge
- Existing employed Financial planners wish to remain in the business and continue to grow the client bank
- No Defined Benefit or any other risky product exposure within the business
- The vast majority of clients are on 0.5% with the current advisory team happy to look at moving this
For more information please call 01765 698 699 and quote the reference number 30554
Current turn over circa: £175,000
Offers over: £540,000
Established: 10 to 15 years
Gross Recurring Revenue: 100-150k
Number of staff: 1
Additional Notes: Local one man band housing £35m of clients Funds with an average advisory charge of .4%
This firm can bring to you £35m FUM with recurring revenue of £120,000 representing a significant chance of uplift, accelerating the return on investment.
There are 150 households with an average portfolio size of over £225,000
For more information please call 01765 698 699 and quote the reference number 30543
Current turn over circa: £550,000
Offers over: £2,250,000
Established: 1 to 3 years
Gross Recurring Revenue: 300-500k
Number of staff: 1 to 3
Additional Notes: One man Band housing £90m FUM with an average advisory charge of .5% and the average client having over £750,000 in portfolio size
This firm can bring £90m worth of clients' funds which is comprised of the average client being worth over £750,000 thus highly profitable.
This client is ideally looking to stay on as a self employed advisor within the acquirers business.
For more information please call 01765 698 699 and quote the reference number 30535
Current turn over circa: £16,000
Offers over: £48,000
Established: 20 to 25 years
Gross Recurring Revenue: <30k
Number of staff: 1
Locations: Gloucestershire
Additional Notes:
Micro Client Bank Sale of c.60 Client across £3.5m of Funds Under Management
- All clients currently paying an Ongoing Advisory Charge of 0.5%
- The purchase of clients would be structured as an asset sale
For more information please call 01765 698 699 and quote the reference number 30403
Current turn over circa: £350,000
Offers over: £1,000,000
Established: 10 to 15 years
Gross Recurring Revenue: 200-300k
Number of staff: 0
Additional Notes: Asset Client Bank Sale of £45m FUM generating £250,000 of recurring revenue.
No liability to be taken on board with the 200 clients to be integrated into the existing business.
Over £150,000 average portfolio size for the client with an average age of below 60. Thus, profitable clients tha can be serviced efficiently.
For more information please call 01765 698 699 and quote the reference number 30513
Current turn over circa: £800,000
Offers over: £3,100,000
Established: 15 to 20 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 3 to 5
Locations: Wiltshire
Additional Notes:
High-net-worth Practice Housing c.£100m FUM, 200 Households With an Adviser Remaining In Situe
- Located in the Wiltshire/Gloucestershire area
For more information please call 01765 698 699 and quote the reference number 30503
Current turn over circa: £130,000
Offers over: £390,000
Established: 20 to 25 years
Gross Recurring Revenue: 100-150k
Number of staff: 1
Locations: Coventry
Additional Notes:
Retirement Sale With £22m FUM and All Clients on an Ongoing Charge of 0.5%
- No infrastructure or staff to be taken onboard
For more information please call 01765 698 699 and quote the reference number 30486
Current turn over circa: £500,000
Offers over: £1,840,000
Established: 5 to 10 years
Gross Recurring Revenue: 300-500k
Number of staff: 1 to 3
Locations: West Midlands
Additional Notes: Local IFA housing £65m FUM, one man band, £450,000 recurring revenue
The average household portfolio size is over £300,000 with an average ongoing advisory charge of .9%. Thus, all clients highly profitable and worth seeing.
This is a fantastically vanilla practice as there are no esoteric products or excessive liability to be taking on board from an acquirers perspective.
For more information please call 01765 698 699 and quote the reference number 14658
Current turn over circa: £100,000
Offers over: £325,000
Established: 15 to 20 years
Gross Recurring Revenue: 70-100k
Number of staff: 1
Locations: Somerset
Additional Notes: Taunton based solely independent IFA holding £16m FUM, generating £85,000 of recurring revenue with an average client portfolio size being over £200,000
This firm has operated in a very risk adverse manor, staying away from the risky products such as DB's and VCT's and solely concentrated on servicing the clients using Model Portfolios and DFM's.
The average ongoing advisory charging structure is .5% with the principal open to uplift overtime which can result in an accelerated return on Investment.
For more information please call 01765 698 699 and quote the reference number 30465
Current turn over circa: £400,000
Offers over: £1,200,000
Established: 20 to 25 years
Gross Recurring Revenue: 200-300k
Number of staff: 1 to 3
Locations: Reading
Additional Notes:
- No risky Products have been advised to clients within the company
- Highly profitable as only 1 member of administration staff sits within the Practice alongside the Principal
- The Practice is based in the Reading Postcode with Clients sitting in the Oxford, Swindon and West Reading area
For more information please call 01765 698 699 and quote the reference number 15504
Current turn over circa: £170,000
Offers over: £550,000
Established: 15 to 20 years
Gross Recurring Revenue: 100-150k
Number of staff: 0
Locations: Berkshire
Additional Notes: Exceptionally profitable directly authorised IFA holding £25m FUM, generating £150,000 of recurring revenue with zero exposure to any risky products
This firm's clients are extremely local with 98% of all clients being within 1 hours drive, resulting in a highly portable client bank, with any acquirer being able to service the clients efficiently, eliminating the need for excessive travelling and heightening cash flow generation of the acquisition.
The practice has been established for over 15 years with no defined benefit transfer, EIS, VCT, Arch Cru or Key Data 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 30460
Current turn over circa: £320,000
Offers over: £1,050,000
Established: 15 to 20 years
Gross Recurring Revenue: 200-300k
Number of staff: 0
Locations: Wiltshire
Additional Notes: 1 man band housing £40m of clients assets with an average ongoing advisory charge of .7%, looking to remain within the business
This IFA is comprised of 100 households holding an average of over £400,000 of clients generating over £250,000 of recurring revenue. Therefore, all clients are profitable and worth seeing in themselves.
80% of the clients are within an hours drive from the office thus heightening the cash flow and efficiency of the client bank contributing to a quick return on investment.
This client has developed inter-generational planning within the client bank to mitigate the risk of elderly clients and ensure that the funds stay within the business. This client is also looking to stay on within the acquirers business in an employed capacity.
For more information please call 01765 698 699 and quote the reference number 30459
Current turn over circa: £50,000
Offers over: £150,000
Established: 5 to 10 years
Gross Recurring Revenue: 30-50k
Number of staff: 0
Locations: Bristol
Additional Notes: Local one man band IFA holding £10m of clients money based in Bristol, with an average ongoing advisory charge of .4%
Unique opportunity as the charging structure is incredibly low in the firm with the principal open to uplifting these over time. Therefore, this will heighten the return on investment and dramatically increase the recurring revenue stream generated from the acquisition.
This is a very vanilla practice with no DB transfers or any other risky products being conducted with 40% investments and 60% pensions.
The principal looking to stay on with the firm on an employed basis ideally in a salaried capacity.
For more information please call 01765 698 699 and quote the reference number 30453
Current turn over circa: £200,000
Offers over: £400,000
Established: 10 to 15 years
Gross Recurring Revenue: 100-150k
Number of staff: 0
Additional Notes: Wiltshire Directly Authorised firm for sale, £200k of Turnover, over £100k of recurring income from 60 loyal clients and over £20 million in FUM.
Over the course of the last decade my client has built up not just a client bank, but also a sustainable business which has an exemplary compliance and regulatory record as they have conducted no risky products.
The business charges 0.6% on an ongoing basis and the average client has in excess £275k. Therefore, all clients are worth seeing and profitable in their own right, with the possibility of uplift over time.
My client is looking to stay on for a period of 2 years to ensure a true handover, maintaining high levels of client retention before exiting the industry.
For more information please call 01765 698 699 and quote the reference number 16326
Current turn over circa: £400,000
Offers over: £1,500,000
Established: 5 to 10 years
Gross Recurring Revenue: 300-500k
Number of staff: 0
Locations: Oxfordshire
Additional Notes: Oxfordshire based firm housing £70m FUM with an ongoing advisory charge of .5%
Established IFA with long term client relationships of 20 years plus is now seeking a safe pair of hands for his loyal client base. Unique in the fact that majorty of the clients are serviced remotely and do not require the face to face approach.
60% of the business is comprised of investments and 40% pensions with the average client portfolio size being £250k.
Fantastically vanilla IFA conducting no risky products thus, minimising the liability and maintaining a consistently low PI cost.
For more information please call 01765 698 699 and quote the reference number 30451
Current turn over circa: £600,000
Offers over: £1,650,000
Established: 15 to 20 years
Gross Recurring Revenue: 300-500k
Number of staff: 1 to 3
Locations: Coventry
Additional Notes:
IFA Practice Housing £80m FUM, c.200 Households and an Average Ongoing Charge of 0.6%
- Both advisory and support staff would remain in the Practice
- All client information is stored electronically on Intelligent Office
- Average client size c.£400k with 90% of clients coming to the office
For more information please call 01765 698 699 and quote the reference number 30450
Current turn over circa: £1,100,000
Offers over: £2,850,000
Established: 20 to 25 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 10 to 20
Locations: Hampshire
Additional Notes:
Bespoke IFA Practice Managing £110m FUM, Succession Planning Within the Practice and An Average Client Size of Over £300,000
- The Practice is growing organically at c.£10-15m FUM per year
- Succession planning built into the practice with advisers currently in training
- 95% of the funds are held on two platforms
The practice is based in South Hampshire
For more information please call 01765 698 699 and quote the reference number 30448
Current turn over circa: £160,000
Offers over: £540,000
Established: 20 to 25 years
Gross Recurring Revenue: 100-150k
Number of staff: 1
Locations: Bath
Additional Notes: Bath Based Practice Managing c.£30m FUM, and Ongoing Charge of c.0.5% with 75% of clients Within 1 Hours Drive
- Principals looking for a handover of 3-6 months
- Zero risky products within the limited company
- All files electronic and on a back office
For more information please call 01765 698 699 and quote the reference number 30436
Current turn over circa: £275,000
Offers over: £850,000
Established: 30 to 35 years
Gross Recurring Revenue: 200-300k
Number of staff: 1 to 3
Locations: Gloucestershire
Additional Notes: Local IFA housing 35m FUM with no excess liability and an average advisory charge of .6% and an average client portfolio size being £200,000
Rare opportunity to acquire a fantastically profitable Practice established over two decades ago. The high level of profitability can be partly accredited to the fact there is no office expenses and the fact that majority of the clients are very local and met once a year f2f.
This is a fantastically vanilla IFA where no risky products have been conducted what so ever. This contributes to a very steady and low level of PI being paid out annually. The average client portfolio size is £200,000 meaning all clients are worth seeing as they are all profitable in their own right.
For more information please call 01765 698 699 and quote the reference number 30431
Current turn over circa: £115,000
Offers over: £310,000
Established: 10 to 15 years
Gross Recurring Revenue: 70-100k
Number of staff: 1
Locations: Worcestershire
Additional Notes: Unique wealth management acquisition opportunity housing £10m FUM comprised of high net worth clients and is Directly Authorised.
90% of clients are within an hour drive thus ensuring highly efficient servicing, increasing cash flow for the acquire and minimising time spent traveling.
The Practice has an average client portfolio holding of £250,000, ensuring every single client is profitable and high margin.
For more information please call 01765 698 699 and quote the reference number 30428
Retiring IFA
Unit 6
Highfield Business Park
Ripon
North Yorkshire
HG4 2RN
01765 698 699
