Gloucestershire High-Net Worth IFA Practice Managing £40m FUM with 50 Households with the Principal Looking to Step Back

Current turn over circa: £500,000

Offers over: £1,550,000

Established: 25 to 30 years

Gross Recurring Revenue: 300-500k

Number of staff: 1 to 3

Locations: Gloucestershire

Additional Notes: - The majority of clients are businesses owners / working professionals and still accumulating wealth

- No permanent staff or offices to follow with the acquisition and thus the business should make over £300,000 in post-acquisition profit (advisory cost dependant)

- Very limited liability within the company

For more information please call 01765 698 699 and quote the reference number 30949 ask for Edward Thorpe