An established financial advisory practice based in South Yorkshire, is seeking an acquisition partner for succession planning.
Operating as an Appointed Representative, the business manages approximately £35 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.
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.