IFA in Bristol with £55m FUM

Current turn over circa: £550,000

Offers over: £1,850,000

Established: 15 to 20 years

Gross Recurring Revenue: 300-500k

Number of staff: 3 to 5

Additional Notes: This firm has an average portfolio size per household just below £600k, meaning you will be servicing highly profitable clients.

With there being just one adviser, who is retiring, this has the potential to bolt in c. £500k in recurring revenue to your existing adviser base.

The average age of the client bank is 55, so there is still further room for portfolio accumulation.

For more information please call 01765 698 699 and quote the reference number 31882 ask for Edward Thorpe