£75,000
South West IFA Charging .5% with High Value Clients
Ref: 31798
Current Turnover
£75,000
Offers Over
£225,000
Established
10 to 15 years
Gross Recurring Revenue
50-70k
Number of Staff
1 to 3
Location
South West
Current turn over circa: £75,000
Offers over: £225,000
Established: 10 to 15 years
Gross Recurring Revenue: 50-70k
Number of staff: 1 to 3
Locations: Somerset
Additional Notes: The average portfolio per household exceeds £400k, making this a highly attractive client base to service.
This sale involves no staff or liabilities transferring, resulting in a straightforward onboarding of recurring income.
Clients are geographically concentrated in the South West, offering easy servicing for firms with an existing presence in the region.
For more information please call 01765 698 699 and quote the reference number 31798 ask for Toby Holbrey
