Lancashire IFA with £87m AUM, c.£500k RI and Loyal Long-Term Client Relationships
Current turn over circa: £550,000
Offers over: £2,000,000
Established: 5 to 10 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 1
Locations: Lancashire
Additional Notes: Acquiring this firm would add c.£87m in assets across a concentrated base of around 150 households, generating £500k in recurring income with an average client portfolio of approximately £560k. 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 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 32014 ask for Oliver Macer
