This listing Has Been Sold

Retiring IFA Running a Devon Based Practice With £120m FUM and 0.5% Average Ongoing Advisory Charge

Current turn over circa: £800,000

Offers over: £250,000

Established: 20 to 25 years

Gross Recurring Revenue: 0.5-1m

Number of staff: 3 to 5

Locations: Devon

Additional Notes:

Retiring IFA Running a Devon Based Practice With £120m FUM and 0.5% Average Ongoing Advisory Charge

- Existing employed Financial planners wish to remain in the business and continue to grow the client bank
- No Defined Benefit or any other risky product exposure within the business
- The vast majority of clients are on 0.5% with the current advisory team happy to look at moving this

For more information please call 01765 698 699 and quote the reference number 30554 ask for Edward Thorpe

REQUEST BUSINESSES LIKE THIS

IFA similar to this

Location Turnover Offers Over