Sold
£500,000
High net worth £60m FUM practice with average client worth £700,000
Ref: 30683
Current Turnover
£500,000
Offers Over
£1,690,000
Established
30 to 35 years
Gross Recurring Revenue
300-500k
Number of Staff
1 to 3
Location
West Midlands
Current turn over circa: £500,000
Offers over: £1,690,000
Established: 30 to 35 years
Gross Recurring Revenue: 300-500k
Number of staff: 1 to 3
Additional Notes: High net worth £60m FUM practice with average client worth £700,000
Well established IFA servicing less than 100 households comprised of multi-generational families, seeking an acquirer with an holistic approach to financial planning.
The £60m FUM is platform based ensuring a streamlined integration period
For more information please call 01765 698 699 and quote the reference number 30683 ask for Toby Holbrey
