West Midlands, One Man band housing c.£20m FUM with a low OAC of just 0.35%

Current turn over circa: £100,000

Offers over: £250,000

Established: 25 to 30 years

Gross Recurring Revenue: 50-70k

Number of staff: 0

Locations: West Midlands

Additional Notes: West Midlands based 1 man band housing over £20m FUM with an average ongoing advisory charge of 0.35%. There is clear scope to enhance revenue through your proposition and pricing over time. This creates an opportunity not only to increase income, but also to materially uplift the overall value generated from each client while continuing to deliver a high-quality service experience.

This firm looks after 180 households with an average portfolio size of over £115k. The compact nature of the client bank makes it highly manageable and well suited to a smooth, efficient integration into an existing advice structure.

The firm is restricted with Aviva and looking for an acquirer to maintain the investment proposition.

Seller is open to an asset deal.

For more information please call 01765 698 699 and quote the reference number 30603 ask for Oliver Macer