Retiring IFA Managing £35m from 135 households

Current turn over circa: £250,000

Offers over: £600,000

Established: 10 to 15 years

Gross Recurring Revenue: 150-200k

Number of staff: 1 to 3

Locations: Somerset

Locations: Taunton

Additional Notes: Average portfolios of £150k ongoing fees of 0.6% providing plenty of room for potential uplift maximising profits post acquisition.

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.

For more information please call 01765 698 699 and quote the reference number 15496

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