Dorset IFA with 17.5 million

Current turn over circa: £180,000

Offers over: £350,000

Established: 20 to 25 years

Gross Recurring Revenue: 100-150k

Number of staff: 1

Locations: Dorset

Additional Notes: The firm has an average on-going advisor charge of 0.5%, representing significant uplift potential.

There would be no staff or office to be taken on, so these clients could bolt straight into your business.

They have a high-quality client base almost purely pensions and investments funds.

For more information please call 01765 698 699 and quote the reference number 31768 ask for Edward Thorpe

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