Sold
£350,000
Boutique IFA Housing £40m Funds Under Management of High Net Worth Clients
Ref: 30426
Current Turnover
£350,000
Offers Over
£950,000
Established
25 to 30 years
Gross Recurring Revenue
300-500k
Number of Staff
1 to 3
Location
South West
Current turn over circa: £350,000
Offers over: £950,000
Established: 25 to 30 years
Gross Recurring Revenue: 300-500k
Number of staff: 1 to 3
Locations: Dorset
Additional Notes:
Boutique IFA Housing £40m Funds Under Management of High Net Worth Clients
- Average Household close to c.£500,000 in Portfolio Size
- Two advising Principles in the business looking for a phased
handover
- Little Infrastructure/Staff that would continue on in the
Practice
For more information please call 01765 698 699 and quote the reference number 30426 ask for Toby Holbrey
