Bournemouth IFA with £35m FUM

Current turn over circa: £350,000

Offers over: £1,200,000

Established: 15 to 20 years

Gross Recurring Revenue: 300-500k

Number of staff: 1 to 3

Additional Notes: There are only two staff members in the business who can help with the transition of clients.

There are only investment and pension assets with the majority on major platforms, increasing the simplicity of integration.

For more information please call 01765 698 699 and quote the reference number 31736 ask for Edward Thorpe

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