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opportunity details

IFA Practice (SW240)

Professional and Financial Services | South West | £800k Turnover
A highly regarded, well established IFA practice based in the south west is for sale.

The practice has between 370-400 very high net worth clients in trust, wealth management, investment and tax planning.

Average renewals, £400k and over a 99% retention rate.

Turnover, £700k-£800k and adjusted net profit £350k-£400k. There is scope to further development the practice.


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