Belfast IFA Generating c.£46m FUM Across Just 90 Households

Current turn over circa: £300,000

Offers over: £1,000,000

Established: 15 to 20 years

Gross Recurring Revenue: 200-300k

Number of staff: 1

Locations: County Antrim

Locations: Belfast

Additional Notes: Acquiring this firm would bring c.£46m in funds across 90 households, producing c.£260k in recurring income and an average client portfolio value around £400,000. 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 0.5%, this 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.

For more information please call 01765 698 699 and quote the reference number 31896 ask for Toby Holbrey