East Midlands IFA £19m FUM Average Household £350k plus

Current turn over circa: £300,000

Offers over: £700,000

Established: 5 to 10 years

Gross Recurring Revenue: 150-200k

Number of staff: 1 to 3

Locations: East Midlands

Additional Notes: An enviable client bank made up of just over 50 households and an average portfolio size of around £350 k with some clients investing north of £1.5million. Having focused on client relationships throughout their career, my client is now in an excellent position to work with an acquirer to bed clients in over a number of years whilst continuing to generate an impressive level of new business.

Looking for offers in the region of 3.5 x recurring paid with at 60% upfront, 20% at the end of 12 months and 20% at the end of 24 months.

For more information please call 01765 698 699 and quote the reference number 30354

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