This listing Is Under Offer

Midlands IFA with 13.5m AUM looking to retire

Current turn over circa: £125,000

Offers over: £375,000

Established: 15 to 20 years

Gross Recurring Revenue: 100-150k

Number of staff: 1 to 3

Locations: West Midlands

Additional Notes: There would be no liabilities, staff or office to be taken on, so these clients could bolt straight into your business.

This business has an average portfolio size per household of £275k, so you will be looking after profitable clients who are worth servicing.

For more information please call 01765 698 699 and quote the reference number 31772 ask for Edward Thorpe

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