Home / IFA Firms For Sale / South West / Bath Based Practice Managing c.£30m FUM, and Ongoing Charge of c.0.5% with 75% of clients Within 1 Hours Drive
Sold
£160,000

Bath Based Practice Managing c.£30m FUM, and Ongoing Charge of c.0.5% with 75% of clients Within 1 Hours Drive

Ref: 30436
Current Turnover
£160,000
Offers Over
£540,000
Established
20 to 25 years
Gross Recurring Revenue
100-150k
Number of Staff
1
Location
South West

Current turn over circa: £160,000

Offers over: £540,000

Established: 20 to 25 years

Gross Recurring Revenue: 100-150k

Number of staff: 1

Locations: Bath

Additional Notes: Bath Based Practice Managing c.£30m FUM, and Ongoing Charge of c.0.5% with 75% of clients Within 1 Hours Drive

- Principals looking for a handover of 3-6 months
- Zero risky products within the limited company
- All files electronic and on a back office

For more information please call 01765 698 699 and quote the reference number 30436 ask for Toby Holbrey

Contact Us

TH
Toby Holbrey
Quote reference: Show me more sellers like this Ref: 30436
South West

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