Bespoke IFA Practice Managing £110m FUM, Succession Planning Within the Practice and An Average Client Size of Over £300,000

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

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