Wiltshire Based DA IFA housing 20m FUM with an ongoing advisory charge of .6%.

Current turn over circa: £200,000

Offers over: £400,000

Established: 10 to 15 years

Gross Recurring Revenue: 100-150k

Number of staff: 0

Additional Notes: Wiltshire Directly Authorised firm for sale, £200k of Turnover, over £100k of recurring income from 60 loyal clients and over £20 million in FUM.

Over the course of the last decade my client has built up not just a client bank, but also a sustainable business which has an exemplary compliance and regulatory record as they have conducted no risky products.

The business charges 0.6% on an ongoing basis and the average client has in excess £275k. Therefore, all clients are worth seeing and profitable in their own right, with the possibility of uplift over time.

My client is looking to stay on for a period of 2 years to ensure a true handover, maintaining high levels of client retention before exiting the industry.

For more information please call 01765 698 699 and quote the reference number 16326

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