Established Chester Practice with around £35m AUM, 150 Loyal Households & Retained Self-Employed Adviser Team

Current turn over circa: £350,000

Offers over: £800,000

Established: 15 to 20 years

Gross Recurring Revenue: 200-300k

Number of staff: 3 to 5

Locations: Greater Manchester

Locations: Chester

Additional Notes: Acquiring this firm would add around £35m of invested assets, generating approximately £200k in recurring income. Across just 150 households, the average portfolio value sits at around £265k.

With a relatively low average ongoing adviser charge of c.0.6%, there is clear scope to enhance revenue through your proposition and pricing over time — creating an opportunity not only to increase income, but also to uplift the overall value generated from each client, while continuing to deliver a high-quality service experience.

Well-established, with client relationships spanning more than 15 years, the business has built a loyal and well-serviced client base, supporting strong retention and income stability.

The vendor is seeking the right home for his self-employed advisers — presenting a rare opportunity to retain an experienced, revenue-generating adviser team from day one, minimising disruption to client relationships and accelerating time-to-value from the acquisition.

For more information please call 01765 698 699 and quote the reference number 32050 ask for Byron Snaith