IFA with .75% Ongoing Adviser Charge and Simple Transition Structure

Current turn over circa: £90,000

Offers over: £225,000

Established: 1 to 3 years

Gross Recurring Revenue: 70-100k

Number of staff: 0

Locations: Pembrokeshire

Additional Notes: The 0.75% ongoing adviser charge leaves room for future uplift and increased recurring revenue as part of a value-enhancing acquisition strategy.

Assets are largely held on a single platform and the client base is geographically concentrated, making integration into a new firm straightforward and operationally efficient.

The proposition is focused entirely on pensions and investments, simplifying the transition process while also presenting opportunities to introduce new services and broaden revenue streams.

For more information please call 01765 698 699 and quote the reference number 31792 ask for Toby Holbrey