£33m FUM Edinburgh Sole Trader – High-Value Client Bank with Clean Asset Sale
Current turn over circa: £250,000
Offers over: £1,000,000
Established: 25 to 30 years
Gross Recurring Revenue: 200-300k
Number of staff: 0
Locations: Edinburgh
Locations: Edinburgh
Additional Notes: This Edinburgh-based sole practitioner manages over £33m of funds under management, generating recurring income from an average ongoing adviser charge of 0.6%. The relatively low charging structure presents a clear opportunity to enhance revenue through your proposition over time, increasing both recurring income and the long-term value of the client bank while continuing to deliver a high-quality client experience.
The business serves just 54 households, with an average portfolio value exceeding £600k. This concentrated, high-value client base is highly manageable and ideally suited to a smooth and efficient integration into an existing advice business.
As the business operates as a sole trader, the transaction would be structured as an asset sale, providing a clean and straightforward acquisition. This enables you to acquire the client relationships and recurring income without inheriting the historic liabilities of a corporate entity, reducing risk and simplifying the integration process.
For more information please call 01765 698 699 and quote the reference number 31156 ask for Byron Snaith
