Profitable £50m+ Client Bank Offering Strong Recurring Income and Long-Term Growth Potential

Current turn over circa: £450,000

Offers over: £1,450,000

Established: 20 to 25 years

Gross Recurring Revenue: 300-500k

Number of staff: 1

Locations: West Midlands

Additional Notes: Acquiring this firm would add over £50m in funds across nearly 100 households, generating around £350k in recurring income with an average client portfolio exceeding £500k. It’s a well-sized, manageable client bank that lends itself to a smooth, efficient integration, making it an attractive bolt-on that could enhance profitability within your existing structure from day one.

With a relatively low ongoing adviser charge of approximately 0.65%, there is clear scope to increase revenue over time. By introducing your service proposition and fee structure, you could unlock meaningful uplift while further enhancing the value delivered to clients.

The average client age of 64 also provides strong long-term potential, with many relationships expected to continue for 15 years or more. This offers a solid foundation of recurring income and future planning opportunities, making the book both stable and commercially attractive.

For more information please call 01765 698 699 and quote the reference number 31932 ask for Edward Thorpe