Bespoke IFA Practice Managing £110m FUM, Succession Planning Within the Practice and An Average Client Size of Over £300,000

Current turn over circa: £1,100,000

Offers over: £2,850,000

Established: 20 to 25 years

Gross Recurring Revenue: 0.5-1m

Number of staff: 10 to 20

Locations: Hampshire

Additional Notes:
Bespoke IFA Practice Managing £110m FUM, Succession Planning Within the Practice and An Average Client Size of Over £300,000

- The Practice is growing organically at c.£10-15m FUM per year
- Succession planning built into the practice with advisers currently in training
- 95% of the funds are held on two platforms

The practice is based in South Hampshire

For more information please call 01765 698 699 and quote the reference number 30448 ask for Edward Thorpe

IFA similar to this