Established IFA in Edinburgh with £85m AUA, £575k RI & Significant Revenue Uplift Potential

Current turn over circa: £900,000

Offers over: £2,500,000

Established: 10 to 15 years

Gross Recurring Revenue: 0.5-1m

Number of staff: 5 to 10

Locations: Edinburgh

Additional Notes: Acquiring this firm would add c.£85m in assets across a concentrated base of around 254 households, generating £575k in recurring income with an average client portfolio of approximately £429k. 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 average client age of 60 provides strong long-term potential, with many relationships expected to continue for 10 years or more. This offers a solid foundation of recurring income and future planning opportunities, making the book both stable and commercially attractive.

The current ongoing adviser charge of c.0.67% 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 minimal exposure to high-risk products.

For more information please call 01765 698 699 and quote the reference number 32020 ask for Byron Snaith