IFA in West Sussex with £23m FUM

Current turn over circa: £270,000

Offers over: £1,000,000

Established: 20 to 25 years

Gross Recurring Revenue: 200-300k

Number of staff: 1 to 3

Additional Notes: This business has an average fund value per client of £335k, meaning you will be looking after valuable and profitable clients who still have room to grow further.

The FUM is all with one major provider, increasing the simplicity of the transition of client assets post-sale.

The ideal buyer will be able to pay for the assets and goodwill of the business over 12 months.

For more information please call 01765 698 699 and quote the reference number 16903 ask for Toby Holbrey