Sold
£800,000
Retiring IFA Running a Devon Based Practice With £120m FUM and 0.5% Average Ongoing Advisory Charge
Ref: 30554
Current Turnover
£800,000
Offers Over
£250,000
Established
20 to 25 years
Gross Recurring Revenue
0.5-1m
Number of Staff
3 to 5
Location
South West
Current turn over circa: £800,000
Offers over: £250,000
Established: 20 to 25 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 3 to 5
Locations: Devon
Additional Notes:
Retiring IFA Running a Devon Based Practice With £120m FUM and 0.5% Average Ongoing Advisory Charge
- Existing employed Financial planners wish to remain in the business and continue to grow the client bank
- No Defined Benefit or any other risky product exposure within the business
- The vast majority of clients are on 0.5% with the current advisory team happy to look at moving this
For more information please call 01765 698 699 and quote the reference number 30554 ask for Toby Holbrey
