Current turn over circa: £1,500,000

Offers over: £3,800,000

Established: 20 to 25 years

Gross Recurring Revenue: 1-2m

Number of staff: 5 to 10

Locations: Berkshire/Oxfordshire

Additional Notes:

Berkshire/Oxfordshire Based IFA Managing c.£150m FUM with an Average Client Portfolio of c.£500,000

- The average household is c.£500,000 per portfolio size with very few clients below £200,00 portfolio size

- The Principals are looking to remain in the business and develop the professional connections further and grow AUA

- The Practices produces c.£650,000 adjusted profit once factoring in a generous salary for the Principles

For more information please call 01765 698 699 and quote the reference number 30618

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