£30m AUM | £190k RI | 40 Households | £625k Avg. Portfolio | Sole Trader
Current turn over circa: £200,000
Offers over: £850,000
Established: More than 35 years
Gross Recurring Revenue: 150-200k
Number of staff: 0
Locations: South Yorkshire
Additional Notes: Acquiring this firm would add approximately £30m in assets across a concentrated client base of 40 households, generating c.£190k in recurring income with an average client portfolio value of approximately £625k. The business benefits from a loyal and long-standing client base, providing a strong foundation for client retention. Continuity of service and client care are key priorities for the Principal, making this an attractive and stable acquisition opportunity.
With an average ongoing adviser charge of just 0.66%, there is clear scope for revenue enhancement. By aligning clients with your proposition and fee structure, there is significant potential to increase income while improving the overall value generated from the client bank.
As a sole trader, the transaction is well suited to a straightforward asset sale, reducing complexity and facilitating a smooth integration. The Principal is also willing to support a structured handover period, helping to introduce clients and ensure a seamless transition with minimal disruption.
For more information please call 01765 698 699 and quote the reference number 32082 ask for Oliver Macer
