Northhampton IFA Genertaing c. £140k RI from £25m FUM and Just 90 Households

Current turn over circa: £160,000

Offers over: £550,000

Established: 10 to 15 years

Gross Recurring Revenue: 100-150k

Number of staff: 1 to 3

Locations: East Midlands

Locations: Northampton

Additional Notes: Acquiring this firm would bring c.£25m in funds across 90 households, producing c.£140k in recurring income and an average client portfolio value around £270k. 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 0.6%, 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.

No upheld or outstanding complaints and no risky products means peace of mind when assessing the firm’s track record and ensuring a smooth, low-risk acquisition.

For more information please call 01765 698 699 and quote the reference number 31902 ask for Edward Thorpe