Hampshire Network IFA with £11m AUM

Current turn over circa: £100,000

Offers over: £315,000

Established: 20 to 25 years

Gross Recurring Revenue: 70-100k

Number of staff: 1

Locations: Hampshire

Additional Notes: This is a network-appointed firm, meaning there is no transfer of regulatory liability to the acquiring party, simplifying the acquisition process.

90% of client assets are held across just two platforms, ensuring a smooth and straightforward integration into an acquiring firm’s existing structure.

The adviser is retiring and is happy to support a full handover, with a clearly defined exit date of up to two years away, or sooner, depending on the acquirer’s preference. This allows for maximum continuity and client retention.

The firm has a clean compliance history, with no complaints on record throughout its trading history.

For more information please call 01765 698 699 and quote the reference number 31845 ask for Toby Holbrey