Yorkshire Based IFA Practice Managing Over £50m FUM Generating £475k of Recurring Income

Current turn over circa: £600,000

Offers over: £1,850,000

Established: 20 to 25 years

Gross Recurring Revenue: 300-500k

Number of staff: 3 to 5

Locations: Yorkshire

Additional Notes: Acquiring this firm would bring £52m in funds across 190 households, producing £475k in recurring income and an average client portfolio value around a quarter of a million. The business has a well-established and loyal client base, providing a strong foundation for long-term client retention and ongoing revenue stability.

With an average client age of just 68, the client book offers strong longevity, with many expected to remain for 25 years or more.

No upheld or outstanding complaints and no risky products so this would be a smooth transition, a quick and easy bolt on as mentioned. He'd also be happy to help bed in clients for a year.

For more information please call 01765 698 699 and quote the reference number 15465 ask for Oliver Macer