Reference: 10995 | Region: Selling , South West | Price: £575,000 | Funds Under Management: £30,000,000 |
Recurring Income: £165,000 | No of Active Households: 190

This directly authorised, IFA business is based across two small offices. They are responsible for £30,000,000 of Funds under Management, which generates £165,000 recurring income.

Majority of clients are based locally to their two offices, although most are happy to adopt the use of video conference meetings or have face-to-face meetings.

They are ideally seeking an acquirer with open architecture, to assist with a smooth transition. They would be open to helping to uplift the average ongoing fee of 0.5%

The owners are looking to sell their business after a long career, to pursue a passion for foreign travel.