On Hold
£250,000
IFA managing £40m FUM Generating c £250,000
Ref: 30969
Current Turnover
£250,000
Offers Over
£1,100,000
Established
15 to 20 years
Gross Recurring Revenue
200-300k
Location
South West
Current turn over circa: £250,000
Offers over: £1,100,000
Established: 15 to 20 years
Gross Recurring Revenue: 200-300k
Number of staff: 0
Locations: Wiltshire
Locations: Salisbury
Additional Notes: Very clean DA business as no high risk products have been advised to client within the business.
Portable practice without staff or offices would stay with the business; no cost would be taken on by the buyer leading to very high post acquisition operating margin.
Average portfolios £200k ongoing fees of 0.5%
For more information please call 01765 698 699 and quote the reference number 30969 ask for Toby Holbrey
