Bristol based IFA housing £40m of clients assets with a charging structure of 0.5% looking to pass on lifes work

Current turn over circa: £250,000

Offers over: £700,000

Established: 10 to 15 years

Gross Recurring Revenue: 150-200k

Number of staff: 0

Additional Notes: Bristol based IFA housing £40m of clients assets with a charging structure of 0.5% looking to pass on life's work

The principle of the firm is willing to provide a warm integration period and then looking to maintain an introducer relationship.

For more information please call 01765 698 699 and quote the reference number 30580

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