Boutique IFA Managing £20m FUM Across 30 Households with an Average Ongoing Adviser Charge of 0.55%

Current turn over circa: £140,000

Offers over: £410,000

Established: 10 to 15 years

Gross Recurring Revenue: 100-150k

Number of staff: 1 to 3

Locations: Bristol

Additional Notes:
Boutique IFA Managing £20m FUM Across 30 Households with an Average Ongoing Adviser Charge of 0.5%

- The top 4 clients of this Practice have a net-worth of c.£70m with the IFA managing some of the wealthiest clients in the region.
- The principal is looking for a 6-9 month handover with no other staff/offices to join the aquiring firm.

The purchaser will ideally be Chartered with several well qualified IFA's to continue the relationships.

For more information please call 01765 698 699 and quote the reference number 30415 ask for Edward Thorpe