The business manages approximately £36 million across around 60 households, generating over £300,000 in recurring income.
The client base comprises professionals and senior management, predominantly in Yorkshire, with average holdings exceeding £600,000. Assets are primarily on Quilter WealthSelect with typical ongoing fees of 1%. The business has an experienced support team, a clean compliance record, and full network backing.
The principal is in their early sixties and open to flexible transition arrangements, including staying on to ensure client continuity. This represents an excellent opportunity for an established acquirer looking to expand in South Yorkshire.