IFA Managing £350m FUM Based In The South West, £2.5m in Recurring Income With Succession Planning in Place Within The Practice

Current turn over circa: £2,800,000

Offers over: £8,400,000

Established: 10 to 15 years

Gross Recurring Revenue: More than 2m

Number of staff: 5 to 10

Locations:Somerset

Additional Notes: IFA Managing £350m FUM Based In The South West, £2.5m in Recurring Income With Succession Planning in Place Within The Practice

- All RI's are employed and either Chartered or Fellowship Status Financial Planners
- 85% of Funds Under Management can be moved to a purchaser's DFM in a short time window post acquisition
- Succession plan in place as junior advisers are training up to replace Retiring Principles Client Bank

For more information please call 01765 698 699 and quote the reference number 30389 ask for Edward Thorpe