East-Midlands £20m FUM Client Bank with 0.5% Average Fee

Current turn over circa: £100,000

Offers over: £350,000

Established: 15 to 20 years

Gross Recurring Revenue: 70-100k

Number of staff: 0

Locations: Derbyshire

Additional Notes: Acquiring this firm would add around £20m of invested assets, generating approximately £100k in recurring income. Across just 129 households, the average portfolio value sits at around £155k.

With a low average ongoing adviser charge of 0.5%, there is clear scope to enhance revenue through your proposition and pricing over time, creating an opportunity not only to increase income, but also to uplift the overall value generated from each client, while continuing to deliver a high-quality service experience.

Well-established, with client relationships spanning more than 15 years, the business has built a loyal and well-serviced client base, supporting strong retention and income stability.

For more information please call 01765 698 699 and quote the reference number 31609 ask for Oliver Macer