£900,000
Shropshire IFA with £80m FUM
Ref: 31838
Current Turnover
£900,000
Offers Over
£3,000,000
Established
25 to 30 years
Gross Recurring Revenue
0.5-1m
Number of Staff
3 to 5
Location
West Midlands
Current turn over circa: £900,000
Offers over: £3,000,000
Established: 25 to 30 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 3 to 5
Additional Notes: With the average age in the client bank in their early 50s, this business still has lots of room for further portfolio accumulation.
The vast majority of the assets are with three providers, which should lead to a simpler transition post-completion.
For more information please call 01765 698 699 and quote the reference number 31838 ask for Oliver Macer
