On Hold
£350,000
West Midlands Based IFA managing £40m of clients assets with an ongoing advisory charge of .7% holding no liability, looking to pass on their life's work to the right acquirer
Ref: 30574
Current Turnover
£350,000
Offers Over
£1,120,000
Established
20 to 25 years
Gross Recurring Revenue
200-300k
Number of Staff
1
Location
West Midlands
Current turn over circa: £350,000
Offers over: £1,120,000
Established: 20 to 25 years
Gross Recurring Revenue: 200-300k
Number of staff: 1
Additional Notes: West Midlands Based IFA managing £40m of clients assets with an ongoing advisory charge of .7% holding no liability, looking to pass on their life's work to the right acquirer
There is no liability to be taken on board through this acquisition, thus an incredibly clean £40m worth of assets to be integrated.
For more information please call 01765 698 699 and quote the reference number 30574 ask for Oliver Macer
