Exceptional Norfolk Based IFA with £45m FUM, an Ongoing Adviser Charge of 0.5% and Zero Engagement in any Form of Risky Products
Current turn over circa: £300,000
Offers over: £750,000
Established: 25 to 30 years
Gross Recurring Revenue: 200-300k
Number of staff: 1 to 3
Locations: Norfolk
Additional Notes:
Exceptional Norwich Based IFA with £45m FUM, an Ongoing Adviser Charge of 0.5% and Zero Engagement in any Form of Risky Products
With the top 70 clients representing an average portfolio size of c.£400k , the opportunity ensures the majority of clients are profitable and high margin, representing an acquisition that will be immediately accretive to the bottom line of any buyer with a very attractive payback period.
The practice has been around for over two decades with virtually zero DB transfer exposure and a focus on financial planning. The Practice represents one of the cleanest Businesses you’re likely to see anywhere on the marketplace at this time.
For more information please call 01765 698 699 and quote the reference number 30310 ask for Oliver Macer
