Bedfodshire IFA with £70m FUM

Current turn over circa: £450,000

Offers over: £1,600,000

Established: 20 to 25 years

Gross Recurring Revenue: 300-500k

Number of staff: 1 to 3

Additional Notes: This adviser is looking to handover the clients and retire, ensuring a smooth transition for the clients who can then bolt onto your existing adviser setup.

The majority of the client back are all concentrated geographically around the adviser, increasing the simplicity of servicing.

For more information please call 01765 698 699 and quote the reference number 31777 ask for Edward Thorpe

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