£400,000
Cambridgeshire IFA with £40m FUM
Ref: 31827
Current Turnover
£400,000
Offers Over
£1,200,000
Established
15 to 20 years
Gross Recurring Revenue
200-300k
Number of Staff
1 to 3
Location
East Midlands
Current turn over circa: £400,000
Offers over: £1,200,000
Established: 15 to 20 years
Gross Recurring Revenue: 200-300k
Number of staff: 1 to 3
Additional Notes: The majority of the clients are all located around Cambridgeshire, increasing the simplicity of their servicing.
The business is all investments and pensions, and are aligned with 3/4 major platforms, again increasing the simplicity of transition.
For more information please call 01765 698 699 and quote the reference number 31827 ask for Oliver Macer
