Current turn over circa: £160,000

Offers over: £540,000

Established: 20 to 25 years

Gross Recurring Revenue: 150-200k

Number of staff: 1

Locations: Worcestershire

Additional Notes:

Retiring IFA Managing c.£20m FUM Which Generates £150,000 of Recurring Income from 50 Households

- The average investment per household is close to £400,000 with very few clients under £100,000 and thus the vast majority of clients are profitable to service.

- The clients sit within a Completely clean business with no liability within the limited company.

No staff/premises will come with the acquisition.

For more information please call 01765 698 699 and quote the reference number 30788

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IFA similar to this

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