Milton Keynes-based IFA generating £40k in Recurring Income

Current turn over circa: £60,000

Offers over: £140,000

Established: 20 to 25 years

Gross Recurring Revenue: 30-50k

Number of staff: 0

Locations: Buckinghamshire

Locations: Milton Keynes

Additional Notes: At £4.5m FUM, this tidy client bank could represent a nice bolt on for a practice.

Average client age of 55, meaning portfolios will continue accumulating and grow with little effort or stimulus.

One-man band with no products, this acquisition would represent a simple addition to the business.

For more information please call 01765 698 699 and quote the reference number 30862 ask for Edward Thorpe

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