North Wales IFA Generating c.£90k from 125 Households with Low Avg. On-Going Charge

Current turn over circa: £130,000

Offers over: £315,000

Established: 15 to 20 years

Gross Recurring Revenue: 70-100k

Number of staff: 1 to 3

Locations: Cheshire

Additional Notes: Acquiring this firm would bring £15m in funds across 125 households, producing £90k in recurring income and an average client portfolio value around £120,000. The business has a well-established and loyal client base, providing a strong foundation for long-term client retention and ongoing revenue stability.

With a low average on-going adviser charge of around 0.6% is an opportunity for you to bolt on his clients and potentially see huge uplifts while significantly raising the value that you could generate from those clients.

No upheld or outstanding complaints and no risky products and he's happy with an asset sale, 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 or have a quicker exit.

For more information please call 01765 698 699 and quote the reference number 30408 ask for Oliver Macer