Sold
£1,100,000
Retiring IFA in Greater Birmingham Managing £80m FUM with 200 Households
Ref: 15049
Current Turnover
£1,100,000
Offers Over
£2,100,000
Established
30 to 35 years
Gross Recurring Revenue
0.5-1m
Number of Staff
5 to 10
Location
London and South East
Current turn over circa: £1,100,000
Offers over: £2,100,000
Established: 30 to 35 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 5 to 10
Locations: Greater Birmingham
Additional Notes:
Retiring IFA in Greater Birmingham Managing £80m FUM with 200 Households
- The Principal is looking for a 3-6 Month Handover before stepping away
- The clients are largely professionals with the majority still accumulating in wealth with the business adding c.£1m FUM per month on average.
- Very limited exposure to risky products within the business
For more information please call 01765 698 699 and quote the reference number 15049 ask for Edward Thorpe
