East Yorkshire IFA Managing c.£18m

Current turn over circa: £160,000

Offers over: £575,000

Established: 25 to 30 years

Gross Recurring Revenue: 150-200k

Number of staff: 0

Locations: East Riding of Yorkshire

Additional Notes: Acquiring this firm would add c.£18m in funds across just 130 households, generating £160k in recurring income. With an average client portfolio exceeding £125k, the business is both highly profitable and clearly focused on attracting and servicing high-quality FUM.

In addition, with an average client age of only 58, the book offers exceptional longevity, with many clients expected to remain for 20 years or more.

Continuity is a key priority for the owner, who is looking for a strong IFA firm that can provide a secure home for his clients and support his son in continuing to grow his career.

For more information please call 01765 698 699 and quote the reference number 31916 ask for Byron Snaith

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