South Wales IFA with £37.5m AUM looking for exit

Current turn over circa: £300,000

Offers over: £750,000

Established: 10 to 15 years

Gross Recurring Revenue: 200-300k

Number of staff: 0

Locations: Mid Glamorgan

Additional Notes: This firm operates with a competitive charging structure, averaging 0.65% in ongoing advice fees. For an acquisitive buyer, this presents a clear opportunity to uplift revenues over time.

The client base is relatively young, with an average age of 55, providing excellent potential for long-term retention and further accumulation of funds in the decades ahead.

Additionally, the majority of assets are already consolidated on a single platform, ensuring a straightforward handover and smooth integration into the acquiring business.

For more information please call 01765 698 699 and quote the reference number 31867 ask for Toby Holbrey