West Midlands IFA Producing c.£300k Recurring Income

Current turn over circa: £500,000

Offers over: £1,200,000

Established: 10 to 15 years

Gross Recurring Revenue: 200-300k

Number of staff: 5 to 10

Locations: Oxfordshire

Locations: Coventry

Additional Notes: Acquiring this firm would add over £50m in funds across just 55 households, generating £300k in recurring income. This offers an excellent opportunity to quickly expand your client base with well-established, engaged investors, creating immediate revenue opportunities and long-term stability for your business.

With an average client portfolio exceeding £350k, the business is both highly profitable and clearly focused on attracting and servicing high-quality FUM.

In addition, with an average client age of only 55, the book offers exceptional longevity, with many clients expected to remain for 20 years or more.

For more information please call 01765 698 699 and quote the reference number 28041 ask for Toby Holbrey