High-Quality £100m AUM Acquisition with £400k RI and Uplift Potential

Current turn over circa: £450,000

Offers over: £1,600,000

Established: More than 35 years

Gross Recurring Revenue: 300-500k

Number of staff: 1 to 3

Locations: Aberdeenshire

Additional Notes: Acquiring this firm would bring over c.£100m funds across roughly 235 households, producing c.£400k in recurring income and an average client portfolio value above £425k. The manageable client base allows for a seamless integration, offering a swift and efficient bolt-on that accelerates profitability within your existing structure.

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.

This loyal and well-maintained client bank presents a low-risk, scalable opportunity that is both cost-effective and positioned to deliver strong returns from day one.

You must currently operate from an office within Aberdeen and be open to keeping advisers and staff.

For more information please call 01765 698 699 and quote the reference number 32004 ask for Byron Snaith