Belfast IFA Client Bank – £44m FUM, 200 Households and 0.6% On-Going Adviser Charge

Current turn over circa: £265,000

Offers over: £900,000

Established: 10 to 15 years

Gross Recurring Revenue: 200-300k

Number of staff: 0

Locations: County Fermanagh

Additional Notes: This Belfast-based sole practitioner manages over £44m of funds with on-going income, and an average adviser charge of 0.6%. The relatively low charging structure presents a clear opportunity to enhance revenue through your proposition over time, increasing both recurring income and the long-term value of the client bank while continuing to deliver a high-quality client experience.

The business serves just 200 households, with an average portfolio value exceeding £220k. This concentrated, high-value client base is highly manageable and ideally suited to a smooth and efficient integration into an existing advice business.

An existing Belfast presence would facilitate a seamless client transition, supporting continuity of service and preserving the legacy the Principal has built over many years.

For more information please call 01765 698 699 and quote the reference number 32042 ask for Byron Snaith