Suffolk Retiring IFA Generating c.£415k RI

Current turn over circa: £500,000

Offers over: £2,000,000

Established: 10 to 15 years

Gross Recurring Revenue: 300-500k

Number of staff: 1

Locations: East Midlands

Locations: Norwich

Additional Notes: Acquiring this firm would bring over £45m in funds across 115 households, producing £415k in recurring income and an average client portfolio value around £400,000.

It's a highly profitable business that's focused on the highest quality FUM with that kind of average portfolio size.

Low average client age of just 65, offers strong longevity with many expected to remain for 15 years or more.

For more information please call 01765 698 699 and quote the reference number 31857 ask for Edward Thorpe

IFA similar to this