Wariwck IFA £20m+ AUA, 45 Loyal Households, £110k Recurring Income and Significant Revenue Upside Potential

Current turn over circa: £110,000

Offers over: £450,000

Established: 10 to 15 years

Gross Recurring Revenue: 100-150k

Number of staff: 0

Locations: Warwickshire

Additional Notes: Acquiring this firm would add over £20m of invested assets producing c.£110k recurring income. With just 45 households, the average portfolio value sits around £450k.

With a low average ongoing adviser charge of around 0.5%, there is clear scope to enhance revenue through your proposition and pricing over time. This creates an opportunity not only to increase income, uplift the overall value generated from each client while continuing to deliver a high-quality service experience.

Well established and clients going back more than 10 years, the business has built a loyal and well-serviced client base, supporting strong retention and income stability.

No premises or staff involved, so the acquisition offers a particularly clean bolt-on, with minimal operational complexity and the potential for improved margins post-integration.

For more information please call 01765 698 699 and quote the reference number 32011 ask for Oliver Macer