Retiring IFA in the South East wishes to sell their well-established business.
The IFA’s client book has more than £11 million funds under management spread across some 40 individuals. Most clients are on a recognized platform and generate recurring annual income of around £80,000.
The sale is being handled by Gunner & Co. Managing director Louise Jeffreys said: “This is a great opportunity for anyone in the area looking to grow through acquisition. The business has been carefully built up over a number of years by the IFA who is now looking to retire, and would like to see their clients taken on by a quality IFA, or firm.”
To find out more email Louise.