The business manages c£120 million in funds under management with c£600,000 recurring income across just shy of 950 active client households.
The practice serves a predominantly local Yorkshire client base with holdings across major platforms including Royal London, Prudential, Nucleus, and Quilter. Three CF1 qualified directors and two self-employed advisors are prepared to support transition over 12-24 months, with two experienced administrators available to continue post-acquisition.
This represents an opportunity to acquire a well-established, compliant business with strong recurring revenue and significant growth potential.