Current turn over circa: £550,000
Offers over: £1,750,000
Established: 10 to 15 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 3 to 5
Additional Notes: Discretionary Investment Manager managing £45m of clients funds with recurring income of £500,000
The £45m of FUM is comprised of over 65 clients resulting in an average client portfolio size of over £700,000. Thus, resulting in an easy integration with very profitable clients.
For more information please call 01765 698 699 and quote the reference number 30629
Current turn over circa: £580,000
Offers over: £2,000,000
Established: 5 to 10 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 3 to 5
Locations: South Glamorgan
Additional Notes: Average client age of 61 means there is plenty of room for further portfolio accumulation.
For more information please call 01765 698 699 and quote the reference number 31243
Current turn over circa: £95,000
Offers over: £315,000
Established: 10 to 15 years
Gross Recurring Revenue: 70-100k
Number of staff: 1 to 3
Locations: West Midlands
Locations: Birmingham
Additional Notes: With an average on-going advisor charge of 0.6%, there is potential for further uplift in fees.
For more information please call 01765 698 699 and quote the reference number 31165
Current turn over circa: £600,000
Offers over: £2,150,000
Established: 15 to 20 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 1 to 3
Locations: South Glamorgan
Additional Notes: With an average portfolio sizer per-household of £330k, time will be spent servicing high-value clients, whilst the average age of 55 mean those portfolios can continue to accumulate.
Average on-going advisor charge of 0.5% mean there is potential room for uplift.
For more information please call 01765 698 699 and quote the reference number 31148
Current turn over circa: £123,000
Offers over: £175,000
Established: 10 to 15 years
Gross Recurring Revenue: 50-70k
Number of staff: 1
Locations: South Glamorgan
Locations: Cardiff
Additional Notes: With an average on-going advisor charge of 0.5%, there is potential room for further uplift.
For more information please call 01765 698 699 and quote the reference number 31095
Current turn over circa: £600,000
Offers over: £1,000,000
Established: 25 to 30 years
Gross Recurring Revenue: 300-500k
Number of staff: 5 to 10
Locations: Monmouthshire
Locations: Newport
Additional Notes: Having been established for 30 years, this firm have built up an extremely loyal client base, meaning client retention would be maximised.
For more information please call 01765 698 699 and quote the reference number 31068
Current turn over circa: £200,000
Offers over: £600,000
Established: 10 to 15 years
Gross Recurring Revenue: 150-200k
Number of staff: 0
Locations: West Midlands
Locations: Coventry
Additional Notes: West Midlands Retiring IFA Generating c £150,000 from 200 Households
- The average investment per household is over £200,000 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.
- 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 31030
Current turn over circa: £2,500,000
Offers over: £7,750,000
Established: 25 to 30 years
Gross Recurring Revenue: 1-2m
Number of staff: 5 to 10
Locations: West Midlands
Additional Notes:
West Midlands Hub Business Managing £300m FUM Housing Only Chartered Advisers
- The Practice provides advice for 600 family units with an average portfolio size of c.£500,000
- The firm added £35m FUM last year from professional introducers alone
- Very few risky products advised within the business
For more information please call 01765 698 699 and quote the reference number 31019
Current turn over circa: £300,000
Offers over: £800,000
Established: 20 to 25 years
Gross Recurring Revenue: 200-300k
Number of staff: 0
Locations: West Midlands
Locations: Coventry
Additional Notes: The average investment per household is over £200,000 and thus the vast majority of clients are profitable to service.
The ongoing adviser charge of 0.5% represents huge potential for fee uplift and value accretion.
No risky products have been advised to client within the company
For more information please call 01765 698 699 and quote the reference number 30957
Current turn over circa: £35,000
Offers over: £120,000
Established: 15 to 20 years
Gross Recurring Revenue: 30-50k
Number of staff: 0
Locations: Staffordshire
Locations: Stafford
Additional Notes: The average investment per household is over £110,000 and thus the vast majority of clients are profitable to service.
Ongoing fee charge of 0.5% so there’s room for potential uplift.
No staff or offices to be taken on as part of the acquisition, maximising profits post acquisition
For more information please call 01765 698 699 and quote the reference number 30956
Current turn over circa: £220,000
Offers over: £665,000
Established: 10 to 15 years
Gross Recurring Revenue: 150-200k
Number of staff: 0
Locations: Warwickshire
Locations: Coventry
Additional Notes: Retiring IFA Managing c £36m FUM with Average portfolios of £450k
The ongoing fees of 0.5% typically represents huge potential for fee uplift and value accretion
Very clean DA business as no high risk products have been advised to client within the business
Portable practice without staff or offices would stay with the business; no cost would be taken on by the buyer leading to very high post acquisition operating margin.
For more information please call 01765 698 699 and quote the reference number 14637
Current turn over circa: £160,000
Offers over: £330,000
Established: 5 to 10 years
Gross Recurring Revenue: 70-100k
Number of staff: 1 to 3
Locations: Monmouthshire
Locations: Newport
Additional Notes: Average portfolio size per household of £370,000, meaning each client will be well worth the time visiting.
Average charging structure of 0.5%.
For more information please call 01765 698 699 and quote the reference number 30867
Current turn over circa: £220,000
Offers over: £540,000
Established: 30 to 35 years
Gross Recurring Revenue: 150-200k
Number of staff: 0
Locations: West Midlands
Locations: Birmingham
Additional Notes: £12m FUM IFA generating £150,000 Recurring Income.
Majority of clients focused in Birmingham making it an easily accessible client bank.
No staff or offices reducing the cost on any acquisiiton.
For more information please call 01765 698 699 and quote the reference number 30855
Current turn over circa: £140,000
Offers over: £310,000
Established: 3 to 5 years
Gross Recurring Revenue: 70-100k
Number of staff: 0
Locations: Conwy
Locations: Llandudno
Additional Notes: Average client size of £250,000.
No liability to be taken on by the Purchaser.
The Principle is happy to do a short handover of 6 months.
For more information please call 01765 698 699 and quote the reference number 30775
Current turn over circa: £2,500,000
Offers over: £9,000,000
Established: 20 to 25 years
Gross Recurring Revenue: More than 2m
Number of staff: 10 to 20
Locations: Midlands
Additional Notes:
£300m FUM Selling Party in the Based in the Midlands
- Average Client size c.£500,000
- Principal Looking for a 2-3 year handover period for clients
For more information please call 01765 698 699 and quote the reference number 30728
Current turn over circa: £500,000
Offers over: £1,690,000
Established: 30 to 35 years
Gross Recurring Revenue: 300-500k
Number of staff: 1 to 3
Additional Notes: High net worth £60m FUM practice with average client worth £700,000
Well established IFA servicing less than 100 households comprised of multi-generational families, seeking an acquirer with an holistic approach to financial planning.
The £60m FUM is platform based ensuring a streamlined integration period
For more information please call 01765 698 699 and quote the reference number 30683
Current turn over circa: £110,000
Offers over: £375,000
Established: More than 35 years
Gross Recurring Revenue: 70-100k
Number of staff: 0
Locations: West Midlands
Additional Notes: West Midlands one man band housing £20m of clients assets looking to sell the assets.
Very quick and easy asset sale of profitable clients. There are only 100 households with the average portfolio size being £200,000.
For more information please call 01765 698 699 and quote the reference number 30665
Current turn over circa: £700,000
Offers over: £2,400,000
Established: 15 to 20 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 5 to 10
Additional Notes: Local one man band housing £65m of Clients' assets with an average ongoing advisory charge of .77% looking to find the right home for his clients
The client bank is derived from high net worth households with an average portfolio size of over £250,000 meaning they are very profitable to service.
This firm is looking for an acquirer to:
- keep continuity within the business
- not shoehorn the clients instantaneously into a particular investment proposition
- service the clients with a personalised and face to face approach
For more information please call 01765 698 699 and quote the reference number 30643
Current turn over circa: £550,000
Offers over: £1,750,000
Established: 10 to 15 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 3 to 5
Additional Notes: Discretionary Investment Manager managing £45m of clients funds with recurring income of £500,000
The £45m of FUM is comprised of over 65 clients resulting in an average client portfolio size of over £700,000. Thus, resulting in an easy integration with very profitable clients.
For more information please call 01765 698 699 and quote the reference number 30629
Current turn over circa: £90,000
Offers over: £210,000
Established: 20 to 25 years
Gross Recurring Revenue: 50-70k
Number of staff: 0
Additional Notes: West Midlands based 1 man band housing £15m FUM with an average ongoing advisory charge of .35%
This firm looks after 200 Households with an average portfolio size of over £150k.
The firm is restricted with Aviva and looking for an acquirer to maintain the investment porposition
For more information please call 01765 698 699 and quote the reference number 30603
Retiring IFA
Unit 6
Highfield Business Park
Ripon
North Yorkshire
HG4 2RN
01765 698 699
