Retiring IFA Managing c.£25m FUM Which Generates £187,000

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 Edward Thorpe