Established Motherwell-Based Firm | c.£110k Turnover | Young Client Base (Avg. Age: 53)

Current turn over circa: £140,000

Offers over: £350,000

Established: 10 to 15 years

Gross Recurring Revenue: 100-150k

Number of staff: 0

Locations: Lanarkshire

Locations: Motherwell

Additional Notes: This well-established Motherwell-based financial advisory firm brings over £26 million in funds under advice, generating approximately £110,000 in recurring income.

With an ongoing adviser charge averaging just 0.60%, there is a clear opportunity for an acquiring firm to enhance revenue by aligning client charging structures with industry norms.

With an average client age of just 53, this firm offers exceptional longevity within the client book, ensuring a high return on investment for the acquirer. The relatively young demographic provides a longer runway for financial planning, ongoing service delivery, and recurring revenue making this acquisition particularly attractive for firms seeking sustainable growth and long-term profitability.

For more information please call 01765 698 699 and quote the reference number 31815 ask for Byron Snaith

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