Current turn over circa: £6,000,000

Offers over: £16,500,000

Established: 25 to 30 years

Gross Recurring Revenue: More than 2m

Number of staff: 20 to 50

Locations: South of UK

Additional Notes:

Telephone Based IFA Practice Managing £550m of Assets with over £5m of Recurring Income

- Maintainable profit in the business is c.£3m

- The business has developed the tech and processes in-house to provide financial advice to lower value clients profitably and effectively and could serve as a new division of a larger firm

- A large proportion of the clients are signed up to Discretionary mandates (c.£200m FUM)

For more information please call 01765 698 699 and quote the reference number 30596

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