Buckinghamshire IFA with £31m AUM

Current turn over circa: £260,000

Offers over: £800,000

Established: 10 to 15 years

Gross Recurring Revenue: 200-300k

Number of staff: 1

Locations: Buckinghamshire

Additional Notes: The sale includes the sole adviser remaining with the business post-sale, ensuring minimal disruption and strong client retention.

As a network-appointed business, regulatory risk and historical liabilities do not transfer to the acquirer.

With an average client age of 60, there is strong potential for long-term asset retention and recurring income.

For more information please call 01765 698 699 and quote the reference number 31841 ask for Toby Holbrey