IFA in Herefordshire with c.£16m AUM, £150k RI and an Average Client Age of Just 55

Current turn over circa: £200,000

Offers over: £600,000

Established: 10 to 15 years

Gross Recurring Revenue: 150-200k

Number of staff: 0

Locations: Herefordshire

Additional Notes: Acquiring this firm would add over £15.5m in assets across approximately 120 households, generating £150k in recurring income with an average client portfolio value exceeding £130k. The size and structure of the client bank make it a highly manageable acquisition, offering a straightforward bolt-on opportunity that can be integrated efficiently into your existing business and contribute to profitability from day one.

With an average client age of just 55, the client base offers exceptional longevity, providing the potential for many relationships to continue for 20–25 years or more. This creates a strong foundation for long-term recurring income and future planning opportunities.

The business also benefits from a clean compliance record, with no upheld or outstanding complaints and no exposure to high-risk products, making for a low-risk and seamless transition. The Principal is flexible on exit timing and would be happy to support a structured handover period to help embed client relationships and maximise retention.

For more information please call 01765 698 699 and quote the reference number 32007 ask for Edward Thorpe