Established Practice: £25m+ AUM, 50 Loyal Households & 20+ Year Client Relationships, Seeking an Independent Home

Current turn over circa: £220,000

Offers over: £500,000

Established: 20 to 25 years

Gross Recurring Revenue: 100-150k

Number of staff: 0

Locations: Nottinghamshire

Additional Notes: Acquiring this firm would add over £25m of invested assets producing c.£125k recurring income. With just 50 households, the average portfolio value sits around £400k.

With a low average ongoing adviser charge of around 0.65%, there is clear scope to enhance revenue through your proposition and pricing over time. This creates an opportunity not only to increase income, uplift the overall value generated from each client while continuing to deliver a high-quality service experience.

Well established and clients going back more than 20 years, the business has built a loyal and well-serviced client base, supporting strong retention and income stability.

This vendor is looking for an independent firm to take on his clients.

For more information please call 01765 698 699 and quote the reference number 32105 ask for Oliver Macer