Current turn over circa: £350,000

Offers over: £1,120,000

Established: 20 to 25 years

Gross Recurring Revenue: 200-300k

Number of staff: 1

Additional Notes: West Midlands Based IFA managing £40m of clients assets with an ongoing advisory charge of .7% holding no liability, looking to pass on their life's work to the right acquirer

There is no liability to be taken on board through this acquisition, thus an incredibly clean £40m worth of assets to be integrated.



For more information please call 01765 698 699 and quote the reference number 30574

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IFA similar to this

Location Turnover Offers Over
Canterbury£40000£90000
Cardiff,Swansea£350000£1000000
£4000000£7000000
Greater London£3500000£11000000