Local one man band IFA holding £10m of clients money based in Bristol

Current turn over circa: £50,000

Offers over: £150,000

Established: 5 to 10 years

Gross Recurring Revenue: 30-50k

Number of staff: 0

Locations: Bristol

Additional Notes: Local one man band IFA holding £10m of clients money based in Bristol, with an average ongoing advisory charge of .4%

Unique opportunity as the charging structure is incredibly low in the firm with the principal open to uplifting these over time. Therefore, this will heighten the return on investment and dramatically increase the recurring revenue stream generated from the acquisition.

This is a very vanilla practice with no DB transfers or any other risky products being conducted with 40% investments and 60% pensions.

The principal looking to stay on with the firm on an employed basis ideally in a salaried capacity.

For more information please call 01765 698 699 and quote the reference number 30453

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