West Midlands IFA with £12m FUM

Current turn over circa: £150,000

Offers over: £170,000

Established: 10 to 15 years

Gross Recurring Revenue: 50-70k

Number of staff: 1

Additional Notes: As this adviser is looking to handover and retire, you can bolt in a group of long serving clients to your business.

This would be structured as an asset sale, meaning no liability will be taken on by the purchaser.

For more information please call 01765 698 699 and quote the reference number 31760 ask for Edward Thorpe

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