Essex IFA Managing £70m AUA

Current turn over circa: £550,000

Offers over: £1,700,000

Established: 15 to 20 years

Gross Recurring Revenue: 300-500k

Number of staff: 3 to 5

Locations: Essex

Locations: Colchester

Additional Notes: - Low ongoing advisor charge of 0.7% providing room for potential uplift maximising profits post-acquisition.

- The average investment per household is over £450,000 and thus the vast majority of clients are profitable to service.

- The average client age is 59, 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 31401

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