Reference: 21736 | Region: Midlands , Selling | Price: £350,000 | Funds Under Management: £19,000,000 |
Recurring Income: £100,000 | No of Active Households: 65

This IFA business with a healthy average client holding of circa £300,000 has great potential, as the current Principal Financial Adviser is exceptionally busy writing new business. In addition, there is good uplift opportunity due to the average ongoing being 0.5%.

The owner is happy to stay on and help for as long as required. Finding the right acquirer that aligns well with his business is a key priority.