Current turn over circa: £5,000,000

Offers over: £12,500,000

Established: 30 to 35 years

Gross Recurring Revenue: More than 2m

Number of staff: 20 to 50

Locations: South England

Additional Notes: Profitable Wealth Management Practice that currently manages £600m FUM, outsources Investment Management to a panel of DFMs and houses 6-7 advisers


The desired Purchaser can:

- Maintain current platform relationships

- Retain the staff base and the offices

- Continue the brand of the business for 1/2 years

For more information please call 01765 698 699 and quote the reference number 30637

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