South Wales IFA with £37.5m AUM looking for exit
Current turn over circa: £300,000
Offers over: £750,000
Established: 10 to 15 years
Gross Recurring Revenue: 200-300k
Number of staff: 0
Locations: Mid Glamorgan
Additional Notes: This firm operates with a competitive charging structure, averaging 0.65% in ongoing advice fees. For an acquisitive buyer, this presents a clear opportunity to uplift revenues over time.
The client base is relatively young, with an average age of 55, providing excellent potential for long-term retention and further accumulation of funds in the decades ahead.
Additionally, the majority of assets are already consolidated on a single platform, ensuring a straightforward handover and smooth integration into the acquiring business.
For more information please call 01765 698 699 and quote the reference number 31867 ask for Toby Holbrey
