Worcester based and is directly authorised IFA holding 10m FUM comprised of high net worth clients

Current turn over circa: £115,000

Offers over: £310,000

Established: 10 to 15 years

Gross Recurring Revenue: 70-100k

Number of staff: 1

Locations: Worcestershire

Additional Notes: Unique wealth management acquisition opportunity housing £10m FUM comprised of high net worth clients and is Directly Authorised.

90% of clients are within an hour drive thus ensuring highly efficient servicing, increasing cash flow for the acquire and minimising time spent traveling.

The Practice has an average client portfolio holding of £250,000, ensuring every single client is profitable and high margin.

For more information please call 01765 698 699 and quote the reference number 30428 ask for Byron Snaith