Sold
£330,000
Retiring IFA Managing c.£25m FUM Which Generates £187,000
Ref: 30989
Current Turnover
£330,000
Offers Over
£710,600
Established
10 to 15 years
Gross Recurring Revenue
200-300k
Location
South West
Current turn over circa: £330,000
Offers over: £710,600
Established: 10 to 15 years
Gross Recurring Revenue: 200-300k
Number of staff: 0
Locations: Mid Glamorgan
Locations: Cardiff
Additional Notes: The principal is happy to engage in a 12-24 month handover to ensure all clients are novated and given a warm introduction to the new firm.
The average investment per household is over £180,000 and thus the vast majority of clients are profitable to service.
No risky products have been advised in he business, reducing the liability of a potential purchase.
For more information please call 01765 698 699 and quote the reference number 30989 ask for Toby Holbrey
