Current turn over circa: £300,000

Offers over: £750,000

Established: 25 to 30 years

Gross Recurring Revenue: 200-300k

Number of staff: 1 to 3

Locations: Norfolk

Additional Notes:
Exceptional Norwich Based IFA with £45m FUM, an Ongoing Adviser Charge of 0.5% and Zero Engagement in any Form of Risky Products


With the top 70 clients representing an average portfolio size of c.£400k , the opportunity ensures the majority of clients are profitable and high margin, representing an acquisition that will be immediately accretive to the bottom line of any buyer with a very attractive payback period.

The practice has been around for over two decades with virtually zero DB transfer exposure and a focus on financial planning. The Practice represents one of the cleanest Businesses you’re likely to see anywhere on the marketplace at this time. 

For more information please call 01765 698 699 and quote the reference number 30310

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