£16m Portfolio with £100k RI, 48 Households and Significant Value Uplift Opportunity

Current turn over circa: £110,000

Offers over: £380,000

Established: 20 to 25 years

Gross Recurring Revenue: 70-100k

Number of staff: 0

Locations: Edinburgh

Additional Notes: Acquiring this firm would add close to £16m of invested assets producing c.£100k recurring income. With an average client age of just 64 provides strong long-term potential, with many relationships expected to continue for 10 years or more.

With a low average ongoing adviser charge of around 0.75%, 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 20 years, the business has built a loyal and well-serviced client base, supporting strong retention and income stability. With just 48 households and no premises or staff involved, the acquisition offers a particularly clean bolt-on, with minimal operational complexity and the potential for improved margins post-integration.

For more information please call 01765 698 699 and quote the reference number 31981 ask for Byron Snaith