Sole Trader with £16m AUM, 37-Client Bolt-On Opportunity with Revenue Uplift Potential

Current turn over circa: £90,000

Offers over: £315,000

Established: 10 to 15 years

Gross Recurring Revenue: 70-100k

Number of staff: 0

Locations: West Yorkshire

Additional Notes: Acquiring this firm would add close to £16m of invested assets across just 37 households, with an average client age of 70 and an average portfolio value of approximately £420k. The compact, high-value nature of the client bank makes it highly manageable and well suited to a smooth, efficient integration into an existing advice structure.

With a low average ongoing adviser charge of around 0.6%, 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.

Established for over a decade and backed by more than 40 years of advisory experience, 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 31936 ask for Oliver Macer