£130,000
£12M AUM North-West Home Counties / London Client Bank
Ref: 31925
Current Turnover
£130,000
Offers Over
£300,000
Established
30 to 35 years
Gross Recurring Revenue
70-100k
Number of Staff
1
Location
London and South East
Current turn over circa: £130,000
Offers over: £300,000
Established: 30 to 35 years
Gross Recurring Revenue: 70-100k
Number of staff: 1
Locations: Greater London
Additional Notes: This adviser is looking for retirement and can hand over the clients immediately without expectation of a role post sale, making the transition simple and timely.
Client portfolios average over £300k making them well worth servicing, with geographic concentration around North West London and nearby Home Counties.
The adviser also has a mortgage book and a self-employed mortgage business that they could refer into a new business.
For more information please call 01765 698 699 and quote the reference number 31925 ask for Toby Holbrey
