The business manages £4,000,000 FUM with trail commission, generating £20,000 recurring income and £15,000 new business income annually.
Operating as a limited company, the practice serves 100-200 active households across Yorkshire, specialising in pensions and investments with major providers including Royal London, Prudential, Aviva and LV. Average client holdings are £30,000.
The business has a clean compliance record with no upheld complaints, PI claims, or FCA breaches in the last 10 years. The vendor has extensive banking experience from TSB and Lloyds.