South West IFA Charging .5% with High Value Clients

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 Edward Thorpe

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