The practice oversees approximately £20 million in funds under management across major platforms including Aberdeen, Quilter, and Royal London. Recurring income is circa £140,000 with an ongoing charge of 0.75% applied across the client base.
The firm serves around 60 households with strong average holdings per client. The client base has a healthy age profile with the majority in their mid-60s and minimal concentration in the over-75 age bracket.
The adviser has a clean regulatory history with no complaints. Historical defined benefit pension transfer activity was conducted between 2014 and 2018 with appropriate cover maintained for all cases.