£55m AUM and £225k Recurring Income from a Clean, Low-Risk Bolt-On

Current turn over circa: £250,000

Offers over: £1,000,000

Established: 5 to 10 years

Gross Recurring Revenue: 200-300k

Number of staff: 0

Locations: Falkirk

Additional Notes: Acquiring this firm would add c.£55m in assets across a concentrated base of around 200 households, generating £225k in recurring income with an average client portfolio of approximately £280k. The business benefits from a well-established and loyal client base, providing a strong foundation for long-term retention, something the Principal places significant importance on, with continuity of service and care a clear priority.

The current ongoing adviser charge of c.0.5% presents a clear opportunity for revenue uplift. By integrating these clients into your proposition, there is significant potential to enhance income while increasing the overall value derived from the client bank.

The firm has a clean compliance record, with no upheld or outstanding complaints and no exposure to high-risk products. The Principal is open to an asset sale and is looking to help properly bed in the clients.

For more information please call 01765 698 699 and quote the reference number 31992 ask for Byron Snaith