On Hold
£110,000
Sole IFA in Wiltshire with £15m FUM
Ref: 31773
Current Turnover
£110,000
Offers Over
£350,000
Established
5 to 10 years
Gross Recurring Revenue
100-150k
Location
South West
Current turn over circa: £110,000
Offers over: £350,000
Established: 5 to 10 years
Gross Recurring Revenue: 100-150k
Number of staff: 0
Additional Notes: The average portfolio size per household of this firm is just shy of £400, so you will be looking after a small group of high quality clients.
This would be an asset purchase with no staff involved, meaning this will increase the simplicity of the transaction.
For more information please call 01765 698 699 and quote the reference number 31773 ask for Toby Holbrey
