The business manages £40m in FuM and generates an annual turnover of c£380k. It serves c150 client households, with average holdings per household of £300k.. The client base is mature, with 53% of clients over 70 years old. The firm offers diverse financial products across major providers and 25% of assets are held in bonds.
The owner plans to exit by 2027. The business is profitable with over £200k in cash reserves. Operations are currently managed remotely with bi-monthly client reviews.