Herefordshire Retiring IFA with c.£25m FUM

Current turn over circa: £280,000

Offers over: £960,000

Established: 15 to 20 years

Gross Recurring Revenue: 200-300k

Number of staff: 1 to 3

Locations: Herefordshire

Locations: Hereford

Additional Notes: Acquiring this firm would add close to £25m of invested assets producing c.£145k recurring income. With an average client age of just 60 provides strong long-term potential, with many relationships expected to continue for 15 years or more.

With a low average ongoing adviser charge of around 0.6%, there is clear scope to enhance revenue through your proposition and pricing over time. This creates an opportunity not only to increase income, but also to materially uplift the overall value generated from each client while continuing to deliver a high-quality service experience.

No risky products have been advised in the business, reducing the liability of a potential purchase.

For more information please call 01765 698 699 and quote the reference number 30978 ask for Edward Thorpe