Buckinghamshire IFA Managing £50m FUM Generating £350,000 in Recurring Income

Current turn over circa: £450,000

Offers over: £1,400,000

Established: 15 to 20 years

Gross Recurring Revenue: 300-500k

Number of staff: 1 to 3

Locations: Buckinghamshire

Additional Notes:

- The Practice Houses an average portfolio size of c.£350,000 with very few clients holding less than £100,000 of invested assets

- All data is stored electronically with intelligent office serving as the back office

- No permanent staff or offices to follow with the acquisition and thus the business should make over £250,000 in post-acquisition profit (advisory cost dependant)

For more information please call 01765 698 699 and quote the reference number 30958 ask for Edward Thorpe