West Midlands IFA Generating c.£130k Recurring Income

Current turn over circa: £220,000

Offers over: £650,000

Established: 20 to 25 years

Gross Recurring Revenue: 100-150k

Number of staff: 1

Locations: Lancashire

Locations: Preston

Additional Notes: Acquiring this firm would add over £30m in funds across just 55 households, generating £130k in recurring income. With an average client portfolio exceeding £500k, the business is both highly profitable and clearly focused on attracting and servicing high-quality FUM.

With an average ongoing adviser charge of just 0.5%, there is a clear opportunity to integrate these clients and gain from substantial uplifts, significantly increasing the long-term value generated.

In addition, with an average client age of only 45, the book offers exceptional longevity, with many clients expected to remain for 30 years or more.

For more information please call 01765 698 699 and quote the reference number 31863 ask for Edward Thorpe

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