£900,000
£120m FUM, Profitable IFA in the South-West
Ref: 31614
Current Turnover
£900,000
Offers Over
£3,500,000
Established
10 to 15 years
Gross Recurring Revenue
0.5-1m
Number of Staff
10 to 20
Location
South West
Current turn over circa: £900,000
Offers over: £3,500,000
Established: 10 to 15 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 10 to 20
Additional Notes: An average client age of 59 provides opportunity for further portfolio accumulation.
A highly aligned business with 3 providers mostly used means integration will be smooth, reducing the cost of the acquisiiton.
For more information please call 01765 698 699 and quote the reference number 31614 ask for Toby Holbrey
