Current turn over circa: £270,000

Offers over: £940,000

Established: 15 to 20 years

Gross Recurring Revenue: 200-300k

Number of staff: 1 to 3

Locations: Surrey/West Sussex

Additional Notes: Selling IFA Practice Managing £50m FUM Generating £250,000 in Recurring Income with c.180 Households

- No risky products have been advised within the business

- No permanent staff or premises are currently present hence there is expected to be very little costs for the purchaser post acquisition

- The vast Majority of Clients are within the Guildford and Hampshire area

To Qualify for the opportunity a Prospective purchaser will need;

- Retain the Principal for a sufficient handover with ability to continue working for a few years

For more information please call 01765 698 699 and quote the reference number 30709 ask for Edward Thorpe

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