North Wales IFA Generating c.£335k RI, Across 189 Households with an Avg. Age of Just 62
Current turn over circa: £500,000
Offers over: £1,200,000
Established: 5 to 10 years
Gross Recurring Revenue: 300-500k
Number of staff: 1
Locations: Conwy
Locations: Llandudno
Additional Notes: Acquiring this firm would bring over £36m of invested funds across 189 households, producing £335k in recurring income and an average client portfolio value above £110,000. So it's a manageable client base that allows for a seamless integration, a swift and efficient bolt-on that should accelerate profitability within your existing structure from day one.
With a low average client age of just 62, the client book offers strong longevity, with many expected to remain for 15 years or more.
The principal is happy to offer a warm handover, ensuring strong client retention and a seamless transition into your firm.
For more information please call 01765 698 699 and quote the reference number 31865 ask for Oliver Macer
