Current turn over circa: £1,100,000

Offers over: £2,100,000

Established: 30 to 35 years

Gross Recurring Revenue: 0.5-1m

Number of staff: 5 to 10

Locations: Greater Birmingham

Additional Notes:
Retiring IFA in Greater Birmingham Managing £80m FUM with 200 Households

- The Principal is looking for a 3-6 Month Handover before stepping away

- The clients are largely professionals with the majority still accumulating in wealth with the business adding c.£1m FUM per month on average.

- Very limited exposure to risky products within the business

For more information please call 01765 698 699 and quote the reference number 15049

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