£50m FUM IFA generating £315k in Recurring Income

Current turn over circa: £423,000

Offers over: £1,075,000

Established: 20 to 25 years

Gross Recurring Revenue: 300-500k

Number of staff: 3 to 5

Locations: Lancashire

Locations: Kendal

Additional Notes: Average portfolio size per household of £250,000, meaning time won't be wasted servicing low-value clients.

Average charging structure of 0.625 so there is room for potential uplift.

No DB transfers in the business, representing a potential clean acquisition.

For more information please call 01765 698 699 and quote the reference number 30916

IFA similar to this