Built over 30+ years, the business manages £40 million across 70 loyal households with 95%+ retention rates.
The practice generates approximately £360,000 in annual recurring revenue from a well-diversified client base operating under formal ongoing service agreements. With an average holding of c£550,000 per household, clean compliance record, and modern digital infrastructure on Intelliflo, this represents exceptional revenue quality and stability.
The vendor is exploring retirement with flexibility around transition support, prioritising continuity of client service. A structured handover with personal client introductions is available.
This is an outstanding opportunity to acquire a profitable, high-quality practice with strong fundamentals in a desirable location.