Current turn over circa: £600,000
Offers over: £2,000,000
Established: 10 to 15 years
Gross Recurring Revenue: 300-500k
Number of staff: 5 to 10
Locations: Cheshire
Additional Notes: Acquiring this firm would bring over £65m funds across 300 households, producing £450k in recurring income and an average client portfolio value above £215k. It's a manageable client base allows for a seamless integration, a swift and efficient bolt-on that should accelerate profitability within your existing structure from day one.
With a low average on-going adviser charge of around 0.7% 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.
With an average client age below 60, the client book offers strong longevity, with many expected to remain for 15 years or more.
For more information please call 01765 698 699 and quote the reference number 31915 ask for Byron Snaith
Current turn over circa: £2,000,000
Offers over: £6,000,000
Established: 15 to 20 years
Gross Recurring Revenue: 1-2m
Number of staff: 10 to 20
Additional Notes: With 8 advisers in the business and a strong back-office support, the business can continue operating profitably and maintain their strong relationship with clients.
For more information please call 01765 698 699 and quote the reference number 16870 ask for Edward Thorpe
Current turn over circa: £100,000
Offers over: £350,000
Established: 15 to 20 years
Gross Recurring Revenue: 70-100k
Number of staff: 0
Additional Notes: This firm has an average portfolio size per household above £500k, meaning you will be servicing high quality clients.
As the sole adviser with no staff, this represents an opportunity to bolt clients, and profit, straight into your business.
For more information please call 01765 698 699 and quote the reference number 31901 ask for Edward Thorpe
Current turn over circa: £335,000
Offers over: £1,200,000
Established: 5 to 10 years
Gross Recurring Revenue: 300-500k
Number of staff: 1
Locations: West Midlands
Locations: Coventry
Additional Notes: Acquiring this firm would bring c.£38m in funds across 95 households, producing c.£320k in recurring income and an average client portfolio value around £350,000. The business has a well-established and loyal client base, providing a strong foundation for long-term client retention and ongoing revenue stability.
Low average client age of just 60, this offers strong longevity with many clients expected to remain for 15 years or more.
No exposure to risky products such as, DB transfers.
For more information please call 01765 698 699 and quote the reference number 31899 ask for Edward Thorpe
Current turn over circa: £180,000
Offers over: £350,000
Established: 5 to 10 years
Gross Recurring Revenue: 70-100k
Number of staff: 1 to 3
Locations: Shropshire
Locations: Oswestry
Additional Notes: Acquiring this firm would bring over £17m of invested funds across 60 households, producing £100k in recurring income and an average client portfolio value at a quarter of a million. So it's a manageable client base that allows for a seamless integration, a swift and efficient bolt-on that should accelerate profitability within your existing structure from day one.
With a low average client being in the 60's, the client book offers strong longevity, with many expected to remain for 15 years or more.
The principal is happy to offer a warm handover, ensuring strong client retention and a seamless transition into your firm. Their ethos is designed to ensure a smooth, seamless transition while maintaining the high standards of the clients.
For more information please call 01765 698 699 and quote the reference number 31869 ask for Edward Thorpe
Current turn over circa: £500,000
Offers over: £1,200,000
Established: 10 to 15 years
Gross Recurring Revenue: 200-300k
Number of staff: 5 to 10
Locations: Oxfordshire
Locations: Coventry
Additional Notes: Acquiring this firm would add over £50m in funds across just 55 households, generating £300k in recurring income. This offers an excellent opportunity to quickly expand your client base with well-established, engaged investors, creating immediate revenue opportunities and long-term stability for your business.
With an average client portfolio exceeding £350k, the business is both highly profitable and clearly focused on attracting and servicing high-quality FUM.
In addition, with an average client age of only 55, the book offers exceptional longevity, with many clients expected to remain for 20 years or more.
For more information please call 01765 698 699 and quote the reference number 28041 ask for Edward Thorpe
Current turn over circa: £220,000
Offers over: £650,000
Established: 20 to 25 years
Gross Recurring Revenue: 100-150k
Number of staff: 1
Locations: Lancashire
Locations: Preston
Additional Notes: Acquiring this firm would add over £30m in funds across just 55 households, generating £130k in recurring income. With an average client portfolio exceeding £500k, the business is both highly profitable and clearly focused on attracting and servicing high-quality FUM.
With an average ongoing adviser charge of just 0.5%, there is a clear opportunity to integrate these clients and gain from substantial uplifts, significantly increasing the long-term value generated.
In addition, with an average client age of only 45, the book offers exceptional longevity, with many clients expected to remain for 30 years or more.
For more information please call 01765 698 699 and quote the reference number 31863 ask for Edward Thorpe
Current turn over circa: £500,000
Offers over: £1,350,000
Established: 10 to 15 years
Gross Recurring Revenue: 300-500k
Number of staff: 3 to 5
Additional Notes: With an average portfolio size per household above £800,000, this represents and extremely profitable client bank.
For more information please call 01765 698 699 and quote the reference number 31840 ask for Edward Thorpe
Current turn over circa: £900,000
Offers over: £3,000,000
Established: 25 to 30 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 3 to 5
Additional Notes: With the average age in the client bank in their early 50s, this business still has lots of room for further portfolio accumulation.
The vast majority of the assets are with three providers, which should lead to a simpler transition post-completion.
For more information please call 01765 698 699 and quote the reference number 31838 ask for Edward Thorpe
Current turn over circa: £1,500,000
Offers over: £4,500,000
Established: 15 to 20 years
Gross Recurring Revenue: 1-2m
Number of staff: 5 to 10
Additional Notes: The average household value in the business is above £400k, meaning you will be managing a highly profitable client bank.
With an office and staff in place, this business can continue running either as a new location or integrated into a firm's existing structure.
For more information please call 01765 698 699 and quote the reference number 31822 ask for Edward Thorpe
Current turn over circa: £50,000
Offers over: £220,000
Established: 15 to 20 years
Gross Recurring Revenue: 50-70k
Number of staff: 0
Locations: Lancashire
Locations: Stockport
Additional Notes: A low number of households allows for easier management, personalized service, and potential for higher client retention.
This principle has a ready made referral system that generates on average 10-12 new clients a year meaning continued growth with no marketing expense.
A loyal client bank producing offers a low-risk, manageable and scalable bolt-on that can quickly pay for itself and grow within your existing structure.
For more information please call 01765 698 699 and quote the reference number 31803 ask for Byron Snaith
Current turn over circa: £50,000
Offers over: £220,000
Established: 15 to 20 years
Gross Recurring Revenue: 50-70k
Number of staff: 0
Locations: Lancashire
Locations: Stockport
Additional Notes: A low number of households allows for easier management, personalized service, and potential for higher client retention.
This principle has a ready made referral system that generates on average 10-12 new clients a year meaning continued growth with no marketing expense.
A loyal client bank producing offers a low-risk, manageable and scalable bolt-on that can quickly pay for itself and grow within your existing structure.
For more information please call 01765 698 699 and quote the reference number 31803 ask for Byron Snaith
Current turn over circa: £210,000
Offers over: £840,000
Established: 15 to 20 years
Gross Recurring Revenue: 150-200k
Number of staff: 0
Locations: West Midlands
Locations: Huddersfield
Additional Notes: My client is entering the market for the first time, seeking a personable firm that values high-quality service and strong client relationships.
The average client age is 51, providing longevity within the client book to ensue a high return on investment.
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 31799 ask for Byron Snaith
Current turn over circa: £200,000
Offers over: £525,000
Established: 10 to 15 years
Gross Recurring Revenue: 150-200k
Number of staff: 1 to 3
Locations: Lancashire
Locations: Blackpool
Additional Notes: An asset purchase lets you acquire high-value clients and recurring income without the baggage of liabilities. It’s a clean, low-risk way to scale quickly.
A loyal client bank producing £200k turnover offers a low-risk, manageable and scalable bolt-on that can quickly pay for itself and grow within your existing structure.
60 high net worth households means you're gaining a concentrated, high-value client base. It’s efficient growth, bringing strong revenue potential without the workload of a larger, lower-value book. Ideal for firms focused on quality over quantity.
For more information please call 01765 698 699 and quote the reference number 31794 ask for Byron Snaith
Current turn over circa: £125,000
Offers over: £375,000
Established: 15 to 20 years
Gross Recurring Revenue: 100-150k
Number of staff: 1 to 3
Locations: West Midlands
Additional Notes: There would be no liabilities, staff or office to be taken on, so these clients could bolt straight into your business.
This business has an average portfolio size per household of £275k, so you will be looking after profitable clients who are worth servicing.
For more information please call 01765 698 699 and quote the reference number 31772 ask for Edward Thorpe
Current turn over circa: £70,000
Offers over: £235,000
Established: 10 to 15 years
Gross Recurring Revenue: 50-70k
Number of staff: 0
Locations: West Midlands
Locations: Dudley
Additional Notes: This principle is seeking a personable firm that values high-quality service and strong client relationships.
Favourable on-going advisor charge, low on-going advisor charge of just 0.65% creates ample room for potential profit uplifts, ensuring you maximise returns after acquisition.
No office and no staff makes for a clean, low-cost bolt-on that’s easy to integrate, maximizes your existing resources, and accelerates ROI by focusing purely on client revenue.
For more information please call 01765 698 699 and quote the reference number 31767 ask for Edward Thorpe
Current turn over circa: £150,000
Offers over: £170,000
Established: 10 to 15 years
Gross Recurring Revenue: 50-70k
Number of staff: 1
Additional Notes: As this adviser is looking to handover and retire, you can bolt in a group of long serving clients to your business.
This would be structured as an asset sale, meaning no liability will be taken on by the purchaser.
For more information please call 01765 698 699 and quote the reference number 31760 ask for Edward Thorpe
Current turn over circa: £700,000
Offers over: £200,000
Established: 15 to 20 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 3 to 5
Additional Notes: With an average client value above £350k, you will be servicing highly profitable clients.
There are staff in place in this business who can keep the business running efficiently and profitably post sale.
For more information please call 01765 698 699 and quote the reference number 31758 ask for Edward Thorpe
Current turn over circa: £300,000
Offers over: £650,000
Established: 10 to 15 years
Gross Recurring Revenue: 200-300k
Number of staff: 1 to 3
Additional Notes: This principle is looking to remain advising in the business, so you can maintain the existing relationships between the clients and adviser, while no other staff need to be included.
With an on-going adviser charge of 0.5%, there is the potential for future uplift in revenues.
For more information please call 01765 698 699 and quote the reference number 31738 ask for Edward Thorpe
Current turn over circa: £3,000,000
Offers over: £3,000,000
Established: 10 to 15 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 10 to 20
Additional Notes: All staff and office could remain, meaning the business can continue operating profitably.
For more information please call 01765 698 699 and quote the reference number 31725 ask for Edward Thorpe
Retiring IFA
Unit 6
Highfield Business Park
Ripon
North Yorkshire
HG4 2RN
01765 698 699
