The firm holds approximately £25 million in funds under management across c50 households, generating £100,000 in recurring income annually, with a further £50 million in funds under influence presenting conversion opportunities.
The business operates with a sole IFA of 15 years and one administrator, serving clients across London and the Home Counties with an average holding of c£500,000.
The business has a clean regulatory history with no upheld complaints and no high-risk advice areas. The vendor seeks a share purchase transaction with substantial cash reserves from a previous sale sitting within the company. Completion targeted for autumn 2026 subject to FCA approval.