£30m AUM, 100-Client Bolt-On with Immediate Profit and Pricing Upside

Current turn over circa: £200,000

Offers over: £600,000

Established: 20 to 25 years

Gross Recurring Revenue: 150-200k

Number of staff: 0

Locations: Tyne and Wear

Additional Notes: Acquiring this firm would add approximately £30m in assets across around 100 households, delivering c.£170k in recurring income with an average portfolio value of £105k. 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 circa 0.5%, 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 business operates without employed staff and from a rented office, creating a clean and straightforward bolt-on. This lean structure minimises operational complexity and provides scope for materially improved margins once integrated into a larger, established infrastructure.

For more information please call 01765 698 699 and quote the reference number 31941 ask for Oliver Macer