Home / IFA Firms For Sale / South West / IFA Practice Housing £80m FUM, c.200 Households and an Average Ongoing Charge of 0.6%
On Hold
£600,000

IFA Practice Housing £80m FUM, c.200 Households and an Average Ongoing Charge of 0.6%

Ref: 30450
Current Turnover
£600,000
Offers Over
£1,650,000
Established
15 to 20 years
Gross Recurring Revenue
300-500k
Number of Staff
1 to 3
Location
South West

Current turn over circa: £600,000

Offers over: £1,650,000

Established: 15 to 20 years

Gross Recurring Revenue: 300-500k

Number of staff: 1 to 3

Locations: Coventry

Additional Notes:
IFA Practice Housing £80m FUM, c.200 Households and an Average Ongoing Charge of 0.6%

- Both advisory and support staff would remain in the Practice
- All client information is stored electronically on Intelligent Office
- Average client size c.£400k with 90% of clients coming to the office

For more information please call 01765 698 699 and quote the reference number 30450 ask for Oliver Macer

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Oliver Macer
Quote reference: Show me more sellers like this Ref: 30450
South West

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