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 ask for Oliver Macer
