Under Offer
£125,000
Midlands IFA with 13.5m AUM looking to retire
Ref: 31772
Current Turnover
£125,000
Offers Over
£375,000
Established
15 to 20 years
Gross Recurring Revenue
100-150k
Number of Staff
1 to 3
Location
West Midlands
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 Oliver Macer
