The practice manages approximately £20 million across 35 households, generating £160,000 annual turnover with £130,000 in recurring income.
The client base is notably young with an average portfolio size of c£500,000 and only four clients over 70, offering excellent long-term retention potential. Assets are platform-based, primarily on Aberdeen Wrap, with investments through external MPS solutions including Brewin Dolphin and LGT Wealth Management.
With over 30 years of financial services experience and a clean compliance record, this represents a high-quality acquisition opportunity.
The advisor is seeking a valuation around four times recurring income and is flexible on immediate acquisition or transitional arrangements, with plans for full retirement by 2027.