£180,000
Dorset IFA with 17.5 million
Ref: 31768
Current Turnover
£180,000
Offers Over
£350,000
Established
20 to 25 years
Gross Recurring Revenue
100-150k
Number of Staff
1
Location
South West
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 Toby Holbrey
