Retiring IFA Asset Purchasing Housing £22m FUM, c.50 Households Generating £100,000 in Recurring Income

Current turn over circa: £120,000

Offers over: £400,000

Established: 15 to 20 years

Gross Recurring Revenue: 70-100k

Number of staff: 1

Locations: Surrey

Additional Notes:

- The Principles wishes to handover the clients within 3-9 months, making sure all clients are bedded into the business

- The average portfolios size is c.£350-400,000

- Not staff or offices will come with the sale and thus no additional costs need to be taken on by the purchaser

For more information please call 01765 698 699 and quote the reference number 30835 ask for Toby Holbrey