Owner of a directly authorised business established in 2006, managing over £50m in funds for 220 households. Specialises in retirement and investment planning, with a client base primarily located along the M4 corridor. Looking to create a capital event while continuing to advise clients for up to 5 years. Current business generates annu
Majority shareholder of this business is in their 70’s and is looking to sell and retire. The other shareholder is also retiring in September 2025. The business manages £55m of FuM which is generating c£450k of recurring income. Ongoing charge ranges from 0.5% up to 0.75%. Around 350 active clients predominantly based in the South West.
Directly authorised Financial Advisory business managing c£40m of FuM and generating c£260k in recurring income. 4 shareholders in the business who all want to sell and retire. One self employed adviser (not a shareholder) wants to be kept on post sale. Client bank consists of c170 households with average holdings of £250k. Clients are m
The owner of this directly authorised business is looking to create a capital event and carry on post sale for c3 years servicing their top clients. Plus, they are keen for 4 key staff members to be retained post sale. Currently managing c£160m of FuM with 2/3rd on Fidelity. This is generating c£815k in recurring income so their average
This owner of this business is nearing 60 years old and is looking to sell and retire. They manage c£55m of FuM which is generating c£300k in recurring income (average ongoing fee is 0.55%). Servicing c110 households all located in and around Yorkshire with an average age of 66. Ideally, they are wanting an acquirer who will retain their
The owners of this business are looking to sell and retire however are happy to help out with a full handover to ensure a smooth transition for their long-standing clients. The business primarily focuses on corporate income, so it is important you are experienced handling these types of relationships. Plus, there is a lot of untapped pot
The owner of this directly authorised business has been in the industry for 40 years so feels it is now time to retire. They manage c£40m of FuM which is generating just over £200k of recurring income. This is made up from 25 households with average holdings of c£1.6m. They have clients dotted across the UK although the majority are in t
This directly authorised Financial Advisory business with c£32m of FuM is for sale. The owner has lost their appetite for the industry so is now ready to sell and retire. Seeking share purchase with a multiple north of 3.75x recurring income. Their client bank consists of c200 households with average holdings of £160k. Majority of client
The vendor is looking to retire however is happy to stay on in an ambassadorial role to help maximise client retention and make the transition as smooth as possible. Their client bank consists of 106 households with average holdings of £233k. Most clients are on 0.5% ongoing charge but they have started moving clients onto 0.65% and 0.75
Midlands based DA business run by a husband and wife duo which has an annual T/O of just over £290k, for sale . They are both happy to stay on in ambassadorial roles to help transition the clients. This business currently manages c£25m of FuM with 75% of this on Quilter platform. Ongoing charge is 1% with a few clients on 0.5%. 116 house
