Dual Partner IFA Managing £170m FUM Generating c.£700,000 in Recurring Income

Current turn over circa: £850,000

Offers over: £2,750,000

Established: 20 to 25 years

Gross Recurring Revenue: 0.5-1m

Number of staff: 5 to 10

Locations: Gloucestershire,Wiltshire

Additional Notes:

- The business houses largely High-Net worth clients with an average portfolio size of £750,000

- The business is highly profitable generating over £400,000 in operating profit

For more information please call 01765 698 699 and quote the reference number 30944

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