Reference: 26550 | Region: Selling , South East | Price: £1,775,000 | Funds Under Management: £55,000,000 |
Recurring Income: £355,000 | No of Active Households: 440

This established IFA is looking to stay on with the acquiring firm for up to 4 years as they are not ready to retire just yet.

The business has c£55m FuM generating c£355k of recurring income. Their average ongoing charge is 0.65% so there is potential uplift opportunity.

The 440 households are mostly within an hour’s drive of Bedfordshire with the average age being between 55-60 years old. Average client holdings of £125k.

Open to both Share and Asset purchases.