Reference: 23410 | Region: Midlands , Selling | Price: £385,000 | Funds Under Management: £20,000,000 |
Recurring Income: £110,000 | No of Active Households: 100

This directly authorised IFA is seeking retirement in the next 1-2 years through an acquisition and is happy to stay on during the handover period to assist with a successful transition of clients.

The business is producing £110,000 of recurring income with a further £60,000 of new business income.

Their client bank consists of c.100 active households with combined FuM of circa £20m. The majority of clients are aged 50’s & 60’s.

This company has completed 2 DB Pension Transfers however, this is being sold on an Asset sale basis.