Norfolk IFA, £18m AUM producing £125k RI at a 0.75% fee with uplift potential

Current turn over circa: £150,000

Offers over: £440,000

Established: 15 to 20 years

Gross Recurring Revenue: 100-150k

Number of staff: 1

Locations: Norfolk

Additional Notes: Acquiring this firm would add c.£18m in assets across around 66 households, delivering c.£125k in recurring income with an average portfolio value of £272k. The size and structure of the client bank make it a highly manageable acquisition, well suited to a smooth and efficient integration into your existing framework, with the potential to enhance profitability from day one.

With an average ongoing adviser charge of 0.75%, there is clear headroom to improve revenue over time. By aligning clients to your proposition and fee structure, you have the opportunity to generate meaningful income uplift while strengthening service delivery and long-term value.

The average client age of 62 also provides strong long-term potential, with many relationships expected to continue for 10 years or more. This offers a solid foundation of recurring income and future planning opportunities, making the book both stable and commercially attractive.

For more information please call 01765 698 699 and quote the reference number 31963 ask for Oliver Macer