Essex IFA Managing £55m AUA

Current turn over circa: £350,000

Offers over: £1,000,000

Established: 10 to 15 years

Gross Recurring Revenue: 200-300k

Number of staff: 1 to 3

Locations: Essex

Locations: Stevenage

Additional Notes: - Low ongoing advisor charge of 0.5% providing room for potential uplift maximising profits post-acquisition.

- The average investment per household is over £300,000 and thus the vast majority of clients are profitable to service.

- The average client age is 55, providing longevity within the client book to ensue a high return on investment.

- The principal is happy to engage in a 2-3 year handover to ensure all clients are novated and given a warm introduction to the new firm.

For more information please call 01765 698 699 and quote the reference number 31410

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