Cheshire Based IFA Maaging £65m FUM

Current turn over circa: £600,000

Offers over: £2,000,000

Established: 10 to 15 years

Gross Recurring Revenue: 300-500k

Number of staff: 5 to 10

Locations: Cheshire

Additional Notes: Acquiring this firm would bring over £65m funds across 300 households, producing £450k in recurring income and an average client portfolio value above £215k. It's a manageable client base allows for a seamless integration, a swift and efficient bolt-on that should accelerate profitability within your existing structure from day one.

With a low average on-going adviser charge of around 0.7% is an opportunity for you to bolt on his clients and potentially see huge uplifts while significantly raising the value that you could generate from those clients.

With an average client age below 60, the client book offers strong longevity, with many expected to remain for 15 years or more.

For more information please call 01765 698 699 and quote the reference number 31915 ask for Byron Snaith

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