1 man band housing £40m of clients assets with an average ongoing advisory charge of .7%, looking to remain within the business

Current turn over circa: £320,000

Offers over: £1,050,000

Established: 15 to 20 years

Gross Recurring Revenue: 200-300k

Number of staff: 0

Locations: Wiltshire

Additional Notes: 1 man band housing £40m of clients assets with an average ongoing advisory charge of .7%, looking to remain within the business

This IFA is comprised of 100 households holding an average of over £400,000 of clients generating over £250,000 of recurring revenue. Therefore, all clients are profitable and worth seeing in themselves.

80% of the clients are within an hours drive from the office thus heightening the cash flow and efficiency of the client bank contributing to a quick return on investment.

This client has developed inter-generational planning within the client bank to mitigate the risk of elderly clients and ensure that the funds stay within the business. This client is also looking to stay on within the acquirers business in an employed capacity.

For more information please call 01765 698 699 and quote the reference number 30459

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