Berkshire IFA managing £55m AUM charging .5%

Current turn over circa: £400,000

Offers over: £1,000,000

Established: 20 to 25 years

Gross Recurring Revenue: 200-300k

Number of staff: 3 to 5

Locations: Berkshire

Additional Notes: Charging an average ongoing adviser fee of 0.5%, there is clear scope to increase fees and grow recurring income.

With average household portfolios exceeding £500,000, the client base is highly profitable to service.

This would be structured as an asset sale, meaning no liabilities from previous advice will transfer to the acquiring party.

For more information please call 01765 698 699 and quote the reference number 31057 ask for Toby Holbrey