Exceptionally profitable directly authorised IFA holding £25m FUM, generating £150,000 of recurring revenue with zero exposure to any risky products

Current turn over circa: £170,000

Offers over: £550,000

Established: 15 to 20 years

Gross Recurring Revenue: 100-150k

Number of staff: 0

Locations: Berkshire

Additional Notes: Exceptionally profitable directly authorised IFA holding £25m FUM, generating £150,000 of recurring revenue with zero exposure to any risky products

This firm's clients are extremely local with 98% of all clients being within 1 hours drive, resulting in a highly portable client bank, with any acquirer being able to service the clients efficiently, eliminating the need for excessive travelling and heightening cash flow generation of the acquisition.

The practice has been established for over 15 years with no defined benefit transfer, EIS, VCT, Arch Cru or Key Data exposure and a focus on financial planning. The Practice represents one of the cleanest and most efficient business 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 30460

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