Sold
£250,000
Bristol based IFA housing £40m of clients assets with a charging structure of 0.5% looking to pass on lifes work
Ref: 30580
Current Turnover
£250,000
Offers Over
£700,000
Established
10 to 15 years
Gross Recurring Revenue
150-200k
Location
South West
Current turn over circa: £250,000
Offers over: £700,000
Established: 10 to 15 years
Gross Recurring Revenue: 150-200k
Number of staff: 0
Additional Notes: Bristol based IFA housing £40m of clients assets with a charging structure of 0.5% looking to pass on life's work
The principle of the firm is willing to provide a warm integration period and then looking to maintain an introducer relationship.
For more information please call 01765 698 699 and quote the reference number 30580 ask for Toby Holbrey
