On Hold
£2,800,000
IFA Managing £350m FUM Based In The South West, £2.5m in Recurring Income With Succession Planning in Place Within The Practice
Ref: 30389
Current Turnover
£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
Location
South West
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
