£17M AUM IFA Looking for Personable Firm

Current turn over circa: £120,000

Offers over: £350,000

Established: 10 to 15 years

Gross Recurring Revenue: 70-100k

Number of staff: 1 to 3

Locations: Surrey

Additional Notes: The majority of this adviser’s clients are currently charged just 0.5%, creating a strong opportunity for an acquiring firm to enhance the service offering and align charges accordingly, delivering attractive uplift and improved profitability post acquisition.


Clients are geographically concentrated within an hour of the adviser. This allows a purchasing firm with local capacity to integrate them efficiently, without incurring additional travel time or overhead, supporting a clean addition of revenue.


The sale would consist purely of clients, with no associated staff and no expectation of an ongoing role for the exiting adviser. This means the transaction adds recurring income without additional fixed costs. The adviser is, however, willing to assist with the handover to ensure continuity and help maximise retention.


The retiring adviser is ideally seeking a whole of market firm with a relaxed and open approach to client relationships.

They would also value a firm that has either a female adviser or demonstrable experience supporting widowed clients.

For more information please call 01765 698 699 and quote the reference number 31953 ask for Toby Holbrey