11.5m Berkshire IFA Looking For Retirement

Current turn over circa: £40,000

Offers over: £75,000

Established: 15 to 20 years

Gross Recurring Revenue: 100-150k

Number of staff: 0

Locations: Berkshire

Additional Notes: The average client fee is about 0.4%, with many clients on low fixed fees, and moving them progressively to a percentage fee would sharply raise profitability.

The vast majority of the funds sit with clients at younger ages, meaning that you would be acquiring a growing asset and increasing future profitability.

This purchase comes with no office and no staff, meaning that the acquirer would be taking on pure profitability.

The seller is looking for a purchaser who will approach his clients with a personal touch and treat them in a bespoke fashion.

For more information please call 01765 698 699 and quote the reference number 32114 ask for Toby Holbrey