Essex IFA with £16 million AUM

Current turn over circa: £100,000

Offers over: £350,000

Established: 5 to 10 years

Gross Recurring Revenue: 70-100k

Number of staff: 0

Locations: Essex

Locations: Chelmsford

Additional Notes: This is a clean acquisition opportunity with no liabilities, staff, or office commitments, making it a straightforward bolt-on of valuable clients.

The current average ongoing adviser charge is 0.5%, presenting clear potential for uplift in revenue.

A high-quality client base of purely pensions and investments funds.

For more information please call 01765 698 699 and quote the reference number 31766 ask for Edward Thorpe

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