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 bu
The business manages over £80 million in funds under management, generating annual turnover of around £400,000, with strong recurring income. Serving approximately 150 households of high-net-worth city professionals the practice features average client holdings of over £500,000. The client demographic averages in their early to mid-fifti
This directly authorised firm manages approximately £65 million across around 500 clients, generating over £450,000 recurring income annually with additional new business income. The business operates a clean, vanilla model with no defined benefit transfers, maintaining a balanced portfolio split between pensions and investments with som
Established financial planning business managing over £100 million across approximately 1,300 active clients. Comprehensive service offering includes investment management, protection planning, and mortgage advice across Yorkshire and Lancashire regions. Strong demographics with the majority of clients aged 50-70 and around a third under
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 an
The business is managing £26 million in funds under management, generating £130,000 in recurring income from 50 households. The client base comprises high-net-worth former business directors aged 60-90 with average holdings exceeding £500,000, predominantly millionaires located across Wales and London. The practice maintains annual face-
The business manages c£120 million in funds under management with c£600,000 recurring income across just shy of 950 active client households. The practice serves a predominantly local Yorkshire client base with holdings across major platforms including Royal London, Prudential, Nucleus, and Quilter. Three CF1 qualified directors and two
An experienced investor and business owner is looking to retire and sell their financial advisory practice, established in the 1980’s. The directly authorised limited company manages £80 million in funds under management, generating £500,000 recurring income across 300 active client households. The top 100 clients have invested £38
The practice manages £60 million in funds under management across 105 households, with an average client holding of £570,000. Current recurring income stands at £320,000, expected to rise to approximately £400,000 by year end. The client base has an average age of 65 years, with assets predominantly held in pensions at 75% and investment
An established independent financial planning practice based in Bristol is available for acquisition. The business is currently operated by a semi-retired director who is planning full retirement within the next year. The practice manages a portfolio of core clients with funds under management of under £5 million actively being serviced.
