Sheffield Based Asset Sale c.£50m AUM 0.65% OAC

Current turn over circa: £350,000

Offers over: £1,000,000

Established: More than 35 years

Gross Recurring Revenue: 200-300k

Number of staff: 1

Locations: South Yorkshire

Locations: Sheffield

Additional Notes: Acquiring this firm would add close to £50m of invested assets producing around a quarter of a million in recurring income. With an average client age of just 58 provides strong long-term potential, with many relationships expected to continue for 15 years or more.

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, but also to materially 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 35 years, the business has built a loyal and well-serviced client base, supporting strong retention and income stability. As a sole trader operating without premises or staff, the acquisition offers a particularly clean bolt-on, with minimal operational complexity and the potential for materially improved margins post-integration.

For more information please call 01765 698 699 and quote the reference number 31683 ask for Oliver Macer