£1,100,000
Bespoke IFA Practice Managing £110m FUM, Succession Planning Within the Practice and An Average Client Size of Over £300,000
Ref: 30448
Current Turnover
£1,100,000
Offers Over
£2,850,000
Established
20 to 25 years
Gross Recurring Revenue
0.5-1m
Number of Staff
10 to 20
Location
South West
Current turn over circa: £1,100,000
Offers over: £2,850,000
Established: 20 to 25 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 10 to 20
Locations: Hampshire
Additional Notes:
Bespoke IFA Practice Managing £110m FUM, Succession Planning Within the Practice and An Average Client Size of Over £300,000
- The Practice is growing organically at c.£10-15m FUM per year
- Succession planning built into the practice with advisers currently in training
- 95% of the funds are held on two platforms
The practice is based in South Hampshire
For more information please call 01765 698 699 and quote the reference number 30448 ask for Toby Holbrey
