Established 40-Year Chester Practice: £48m AUM, £330k+ Average Client Value & Supported Owner Transition

Current turn over circa: £230,000

Offers over: £700,000

Established: More than 35 years

Gross Recurring Revenue: 150-200k

Number of staff: 1 to 3

Locations: County Down

Additional Notes: Acquiring this firm would add c.£48m of invested funds across 150 households, with an average client age of just 59 and an average client value of above £330k.

Established for over 40 years, the business has cultivated a well-established and loyal client base, providing a strong foundation for long-term client retention and ongoing revenue stability.

The current owner is committed to supporting a smooth transition and is willing to provide assistance over a period of 1–2 years, ensuring continuity and minimal disruption for all parties.

For more information please call 01765 698 699 and quote the reference number 32051 ask for Byron Snaith