Fantastic Boutique IFA in the Chelmsford/Colchester area Specialising in High Net Worth clients (average portfolio size of £550,000), £70m FUM and c.£600,000 in Recurring Revenue

Ref: 30109

Current Turnover

£1,000,000

Offers Over

£2,200,000

Established

10-1 years

Gross Recurring Revenue

0.5-1m

Number of Staff

1-3

Location

London and South East

Current turn over circa: £ 1,000,000

Offers over: £ 2,200,000

Established: 10-1 years

Gross Recurring Revenue: 0.5-1m

Number of staff: 1-3

Locations: Chelmsford

Additional Notes:
Fantastic Boutique IFA in the Chelmsford/Colchester area Specialising in High Net Worth clients (average portfolio size of £550,000), £70m FUM and c.£600,000 in Recurring Revenue.

Housing largely higher-net-worth clients, the opportunity ensures every single client is profitable and high margin (current operating margin 80%), representing an acquisition that will be immediately accretive to the bottom line of any buyer with a very attractive payback period.

The acquisition of the business would be structured as an asset and goodwill sale, with no liability assumed by the acquiring party.

For more information please call 01765 698 699 and quote the reference number 30109 ask for Edward Thorpe