Under Offer
£1,200,000
South Somerset Based Wealth Management Practice Managing £112m FUM, an Average Ongoing Advisory Charge of 0.55% and a Strong, In-House DFM
Ref: 30418
Current Turnover
£1,200,000
Offers Over
£2,500,000
Established
25 to 30 years
Gross Recurring Revenue
0.5-1m
Number of Staff
5 to 10
Location
South West
Current turn over circa: £1,200,000
Offers over: £2,500,000
Established: 25 to 30 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 5 to 10
Locations: Somerset
Additional Notes: South Somerset Based Wealth Management Practice Managing £112m FUM, an Average Ongoing Advisory Charge of 0.55% and a Strong, In-House DFM
- Built in succession within all departments in the Practice
- Very limited exposure to risky products
For more information please call 01765 698 699 and quote the reference number 30418 ask for Toby Holbrey
