£550,000
£65m FUM IFA in Hertfodshire
Ref: 31684
Current Turnover
£550,000
Offers Over
£1,800,000
Established
20 to 25 years
Gross Recurring Revenue
300-500k
Number of Staff
3 to 5
Location
London and South East
Current turn over circa: £550,000
Offers over: £1,800,000
Established: 20 to 25 years
Gross Recurring Revenue: 300-500k
Number of staff: 3 to 5
Additional Notes: 75% of the business' assets are with two major platforms, ensuring a smooth transition post-sale.
With just one adviser who is willing to continue advising post-sale, this should lead to maximum client retention.
For more information please call 01765 698 699 and quote the reference number 31684 ask for Toby Holbrey
