The business is generating £120,000 in recurring income from approximately £15 million in funds under management. The client base of c100 individuals is predominantly located in East Yorkshire.
Operating with a 1% ongoing fee structure, the adviser provides face-to-face service with annual reviews, reflecting strong local relationships. The business is directly authorised and maintains a clean record with no upheld complaints in the last 10 years.
The adviser is retiring and prioritises excellent ongoing client care, smooth transition support, and seeks approximately 3.5 times recurring income.