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High net worth £60m FUM practice with average client worth £700,000

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

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