Strategic Bolt-On Opportunity – £36m FUM, £120k Recurring Income and Significant Revenue Growth Potential

Current turn over circa: £195,000

Offers over: £500,000

Established: 15 to 20 years

Gross Recurring Revenue: 100-150k

Number of staff: 0

Locations: Northumberland

Additional Notes: Acquiring this firm would add £36m in funds, generating around £120k in recurring income with an average client portfolio c.£200k. It’s a well-sized, manageable client bank that lends itself to a smooth, efficient integration, making it an attractive bolt-on that could enhance profitability within your existing structure from day one.

With a low ongoing adviser charge of approximately 0.5%, there is clear scope to increase revenue over time. By introducing your service proposition and fee structure, you could unlock meaningful uplift while further enhancing the value delivered to clients.

The average client age of 55 also provides strong long-term potential, with many relationships expected to continue for 20 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 32045 ask for Oliver Macer