Taunton based solely independent IFA holding £16m FUM, generating £85,000 of recurring revenue with an average client portfolio size being over £200,000

Current turn over circa: £100,000

Offers over: £325,000

Established: 15 to 20 years

Gross Recurring Revenue: 70-100k

Number of staff: 1

Locations: Somerset

Additional Notes: Taunton based solely independent IFA holding £16m FUM, generating £85,000 of recurring revenue with an average client portfolio size being over £200,000

This firm has operated in a very risk adverse manor, staying away from the risky products such as DB's and VCT's and solely concentrated on servicing the clients using Model Portfolios and DFM's.

The average ongoing advisory charging structure is .5% with the principal open to uplift overtime which can result in an accelerated return on Investment.

For more information please call 01765 698 699 and quote the reference number 30465

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