Derbyshire based IFA with £40m FUM at 0.5% On-Going Charge

Current turn over circa: £230,000

Offers over: £750,000

Established: 20 to 25 years

Gross Recurring Revenue: 150-200k

Number of staff: 1 to 3

Locations: Derbyshire

Additional Notes: Acquiring this firm would bring £40m in funds across 180 households, producing c.£200k in recurring income and an average client portfolio value around £150,000. The business has a well-established and loyal client base, providing a strong foundation for long-term client retention and ongoing revenue stability.

With a low average on-going adviser charge of 0.5%, this is an opportunity for you to bolt on his clients and potentially see huge uplifts while significantly raising the value that you could generate from those clients.

In addition, with an average client age of only 65, the book offers exceptional longevity, with many clients expected to remain for 15 years or more.

For more information please call 01765 698 699 and quote the reference number 31878 ask for Edward Thorpe