Measurement
What is LTV for a UK financial adviser client?
Last reviewed 22 April 2026 · Reviewed by Jake McQuillan
Quick answer
What is LTV for a UK financial adviser client?
Typical LTV is 6,000-18,000 pounds for mass-affluent and 25,000-80,000+ pounds for HNW over a 5-8 year client tenure, combining initial fee + ongoing AUM percentage.
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Components
- Initial advice fee: 500-3,500 pounds
- Ongoing: 0.5-1.0% AUM p.a. over 5-8 years
- Ancillary: protection, mortgage, tax planning
Churn assumption
12-18% annual client attrition is normal; below 8% indicates strong retention (and stronger LTV-based CAC tolerance).
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