£100,000
Essex IFA with £16 million AUM
Ref: 31766
Current Turnover
£100,000
Offers Over
£350,000
Established
5 to 10 years
Gross Recurring Revenue
70-100k
Location
London and South East
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 Toby Holbrey
