Coventry Based IFA Producing c.£320k RI from Just 95 Households

Current turn over circa: £335,000

Offers over: £1,200,000

Established: 5 to 10 years

Gross Recurring Revenue: 300-500k

Number of staff: 1

Locations: West Midlands

Locations: Coventry

Additional Notes: Acquiring this firm would bring c.£38m in funds across 95 households, producing c.£320k in recurring income and an average client portfolio value around £350,000. The business has a well-established and loyal client base, providing a strong foundation for long-term client retention and ongoing revenue stability.

Low average client age of just 60, this offers strong longevity with many clients expected to remain for 15 years or more.

No exposure to risky products such as, DB transfers.

For more information please call 01765 698 699 and quote the reference number 31899 ask for Edward Thorpe