Sold
£150,000
Lincoln based IFA. £30mill FUM, charging 0.5% ongoing. Looking to find the right home for their loyal client bank.
Ref: 30650
Current Turnover
£150,000
Offers Over
£390,000
Established
5 to 10 years
Gross Recurring Revenue
100-150k
Number of Staff
1 to 3
Location
East Midlands
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 ask for Edward Thorpe