Highly profitable local IFA housing £40m of clients assets generating £180,000 of recurring revenue

Current turn over circa: £320,000

Offers over: £685,000

Established: 20 to 25 years

Gross Recurring Revenue: 150-200k

Number of staff: 1 to 3

Locations: West Midlands

Additional Notes: Highly profitable local IFA housing £40m of clients assets generating £180,000 of recurring revenue

This firm can bring to you £40m of clients assets on an average advisory charging structure of .45%. Therefore, there is significant potential for uplift, accelerating the return on investment.

This is a fantastically vanilla firm staying away from any esoteric products, resulting in limited liability to be taken onboard from the outset

For more information please call 01765 698 699 and quote the reference number 30512 ask for Edward Thorpe