Coventry Retiring IFA Generating c £175,000 from 80 households

Current turn over circa: £220,000

Offers over: £665,000

Established: 10 to 15 years

Gross Recurring Revenue: 150-200k

Number of staff: 0

Locations: Warwickshire

Locations: Coventry

Additional Notes: Retiring IFA Managing c £36m FUM with Average portfolios of £450k

The ongoing fees of 0.5% typically represents huge potential for fee uplift and value accretion

Very clean DA business as no high risk products have been advised to client within the business

Portable practice without staff or offices would stay with the business; no cost would be taken on by the buyer leading to very high post acquisition operating margin.

For more information please call 01765 698 699 and quote the reference number 14637

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