Cambridgeshire IFA with £40m FUM

Current turn over circa: £400,000

Offers over: £1,200,000

Established: 15 to 20 years

Gross Recurring Revenue: 200-300k

Number of staff: 1 to 3

Additional Notes: The majority of the clients are all located around Cambridgeshire, increasing the simplicity of their servicing.

The business is all investments and pensions, and are aligned with 3/4 major platforms, again increasing the simplicity of transition.

For more information please call 01765 698 699 and quote the reference number 31827 ask for Edward Thorpe

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