Sold Sash

Lincoln based IFA. £30mill FUM, charging 0.5% ongoing. Looking to find the right home for their loyal client bank.

Current turn over circa: £150,000

Offers over: £390,000

Established: 5 to 10 years

Gross Recurring Revenue: 100-150k

Number of staff: 1 to 3

Locations: Lincolnshire

Additional Notes: - No DBT
- Share purchase only
- Avg. portfolio over £250,000

For more information please call 01765 698 699 and quote the reference number 30650

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