Boutique IFA Housing £40m Funds Under Management of High Net Worth Clients

Current turn over circa: £350,000

Offers over: £950,000

Established: 25 to 30 years

Gross Recurring Revenue: 300-500k

Number of staff: 1 to 3

Locations: Dorset

Additional Notes:
Boutique IFA Housing £40m Funds Under Management of High Net Worth Clients

- Average Household close to c.£500,000 in Portfolio Size
- Two advising Principles in the business looking for a phased
handover
- Little Infrastructure/Staff that would continue on in the
Practice

For more information please call 01765 698 699 and quote the reference number 30426

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