IFA Generating c.£100k in RI with an Avg. Portfolio value at a Quarter Million

Current turn over circa: £180,000

Offers over: £350,000

Established: 5 to 10 years

Gross Recurring Revenue: 70-100k

Number of staff: 1 to 3

Locations: Shropshire

Locations: Oswestry

Additional Notes: Acquiring this firm would bring over £17m of invested funds across 60 households, producing £100k in recurring income and an average client portfolio value at a quarter of a million. So it's a manageable client base that 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 client being in the 60's, the client book offers strong longevity, with many expected to remain for 15 years or more.

The principal is happy to offer a warm handover, ensuring strong client retention and a seamless transition into your firm. Their ethos is designed to ensure a smooth, seamless transition while maintaining the high standards of the clients.

For more information please call 01765 698 699 and quote the reference number 31869 ask for Oliver Macer