IFA in the South West with £200m FUM

Current turn over circa: £1,900,000

Offers over: £7,000,000

Established: 10 to 15 years

Gross Recurring Revenue: 1-2m

Number of staff: 5 to 10

Additional Notes: This business has an average portfolio size per household above £500,000, meaning you will be servicing a core group of profitable clients.

90% of the assets are with two major providers, leading to a much simpler transition post-sale.

There are junior and senior advisers within the business who can continue with the client relationships and be the future of the business.

For more information please call 01765 698 699 and quote the reference number 32100 ask for Toby Holbrey