The business manages £40m in FuM and generates an annual turnover of c£380k. It serves c150 client households, with average holdings per household of £300k.. The client base is mature, with 53% of clients over 70 years old. The firm offers diverse financial products across major providers and 25% of assets are held in bonds. The owner pl
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
Founded over 25 years ago, this Chartered Financial Planning firm has grown to manage approximately £90 million in client assets. The business generates just shy of £1m in annual revenue, with a healthy mix of recurring income and new business. The firm operates from its own premises and serves clients primarily in the East Sussex area.
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
Directly authorised business with clean compliance record managing c£16.5m (£7m Prudential, £5.5m Transact, £2.6m RL) with £82k recurring income. This practice set up in early 2000’s and transitioned to wealth management just over 10 years later. Servicing c70 households (53% of the book is aged over 70) with average holding of £225k. An
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
The business serves c600 clients across 62 countries, offering wealth management, portfolio management, and financial planning services. Current recurring income is just over €1m annually. The company operates through a network agency model, providing access to numerous products and jurisdictions worldwide. With a team of experienced fin
The business manages £37m for approximately 150 households, primarily on the Transact platform. Charging 1.5% ongoing and up to 3% initial which is generating a recurring income of £450k and new business income of £50k. This directly authorised firm offers a solid client base mostly aged 50-70. The owner is looking to retire and is open
The practice manages £12m in funds which is spread across Nucleus (£4.25m), AJ Bell (£2.5m), Standard Life (£2.5m), Royal London (£1m). This generates approximately £82k in annual turnover with £70k of this coming from recurring income. With a client base of 50 households, this opportunity offers a solid foundation in investment and pens
Opportunity to acquire a well-established financial advisory firm with over 40 years of operation. The business manages £26m in funds with a recurring income of £160k (last 12 months). It serves c200 client households with a 60% pensions / 40% investments mix. The firm includes an experienced team of advisors and support staff with an of
