Well Established IFA with £115m FUM
Current turn over circa: £1,100,000
Offers over: £3,500,000
Established: 30 to 35 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 5 to 10
Additional Notes: This business has a loyal client base, with some having been there over 30 years, which will increase the chances of maximum client retention.
They have a full staff base and office who can continue post sale, again helping with client retention and allowing a firm to acquire who doesn't already have a presence.
For more information please call 01765 698 699 and quote the reference number 32049 ask for Byron Snaith