The business manages c£120 million in funds under management with c£600,000 recurring income across just shy of 950 active client households. The practice serves a predominantly local Yorkshire client base with holdings across major platforms including Royal London, Prudential, Nucleus, and Quilter. Three CF1 qualified directors and two
An experienced investor and business owner is looking to retire and sell their financial advisory practice, established in the 1980’s. The directly authorised limited company manages £80 million in funds under management, generating £500,000 recurring income across 300 active client households. The top 100 clients have invested £38
The practice manages £60 million in funds under management across 105 households, with an average client holding of £570,000. Current recurring income stands at £320,000, expected to rise to approximately £400,000 by year end. The client base has an average age of 65 years, with assets predominantly held in pensions at 75% and investment
An established independent financial planning practice based in Bristol is available for acquisition. The business is currently operated by a semi-retired director who is planning full retirement within the next year. The practice manages a portfolio of core clients with funds under management of under £5 million actively being serviced.
A financial advisory practice managing approximately £40 million across over 140 households generating circa £260,000 recurring income. The client base consists predominantly of medical professionals with an average age in the late 40s and average holdings of circa £275,000 per household. All clients are serviced remotely nationwide. Ass
Based in Devon, this sole trader manages £8.5 million in funds under management, primarily through Aegon, Standard Life, and Aviva platforms. With a recurring income of £60,000 and c40 client households, the average client holding is c£200,000. The client base is predominantly located in Devon, with a few in Cornwall, London, and Bristol
This well-run practice boasts approximately £50 million in funds under management and generates a recurring income of £250,000 annually. The client base consists of 125-150 households, primarily aged 55-61, with average holdings between £300,000-£400,000. All clients are located within a 40-mile radius of their office. The business focus
The opportunity comprises two interconnected firms with combined c£170m funds under management and c£1m annual recurring income. Serving c600 households, the business specialises in pensions, investments, and protection planning. The client base primarily consists of business owners aged 40-60 predominantly based in the Midlands. They’re
Clean, vanilla business with no high risk areas of advice. Approximately 50 client households with £27m FuM, average holdings of over £500k. Average OAC is 0.7% Recently completed client segmentation, retaining top clients. Wanting a share purchase with 4x multiple of recurring income. Seller open to various exit strategies, including co
Currently running a directly authorised IFA business in North Yorkshire with £50m Funds under Management and £500k annual turnover. Boasts a loyal client base of around 200 households, with an average client holding of £250k all located fairly close to their office. The vendor is seeking an acquirer to handle business operations while th
