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£150,000

West Midlands IFA with £12m FUM

Ref: 31760
Current Turnover
£150,000
Offers Over
£170,000
Established
10 to 15 years
Gross Recurring Revenue
50-70k
Number of Staff
1
Location
West Midlands

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

West Midlands

Contact Us

ET
Edward Thorpe
Quote reference: Seller Ref: 31760

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