Established local practice, retiring principle. £15mill FUM charging 1%.

Current turn over circa: £ 250,000

Offers over: £ 540,000

Established: 10 to 15 years

Gross Recurring Revenue: 150-200k

Number of staff: 1 to 3

Locations: Fife

Additional Notes: - Directly authorised limited company. Exceptionally clean having no complaints, regulation issues. Conducted no risky business (no DB transfers, EIS, VCT, UCIS, structured products, etc).
- Happy to provide a face to face handover for the passing on of the client goodwill.
- Approximately 120 households
- Intelliflo back-office system
- A really solid client foundation where new business is being turned away by the director.
- Fantastic opportunity to buy a clean, well-oiled business. Due to the vanilla nature of the firm, the seller would only look to sell the shares so that they qualify for ER.

For more information please call 01765 698 699 and quote the reference number 30206 ask for Toby Holbrey