Reference: 16147 | Region: North West , Selling | Price: £455,000 | Funds Under Management: £20,000,000 |
Recurring Income: £130,000 | No of Active Households: 110

This sole trader, directly authorised IFA business is seeking a professionally run acquirer with client centric ethics to takeover the servicing of their clients. The owner would be looking to retire through a sell and go model.

This client bank is generating £130,000 of recurring income and circa £80,000 of new business income. The owner is currently very busy writing new business income, so likely the performance will continue to improve. The average client holdings of circa £180,000. In addition, the business has a professional introducer that regularly introduces trust cases, which could continue with the acquirer.