Local IFA housing £65m FUM, one man band, £450,000 recurring revenue

Current turn over circa: £500,000

Offers over: £1,840,000

Established: 5 to 10 years

Gross Recurring Revenue: 300-500k

Number of staff: 1 to 3

Locations: West Midlands

Additional Notes: Local IFA housing £65m FUM, one man band, £450,000 recurring revenue

The average household portfolio size is over £300,000 with an average ongoing advisory charge of .9%. Thus, all clients highly profitable and worth seeing.

This is a fantastically vanilla practice as there are no esoteric products or excessive liability to be taking on board from an acquirers perspective.

For more information please call 01765 698 699 and quote the reference number 14658

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