IFA in the South Coast with £200m FUM
Current turn over circa: £1,150,000
Offers over: £4,000,000
Established: 15 to 20 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 3 to 5
Additional Notes: This business has just one adviser which results in the business being highly profitable at 80% of revenue.
They have an office and back-office staff in place, so could be suitable either for a firm with a local presnece or one looking to gain one.
For more information please call 01765 698 699 and quote the reference number 31977 ask for Toby Holbrey