£450,000
Bedfodshire IFA with £70m FUM
Ref: 31777
Current Turnover
£450,000
Offers Over
£1,600,000
Established
20 to 25 years
Gross Recurring Revenue
300-500k
Number of Staff
1 to 3
Location
London and South East
Current turn over circa: £450,000
Offers over: £1,600,000
Established: 20 to 25 years
Gross Recurring Revenue: 300-500k
Number of staff: 1 to 3
Additional Notes: This adviser is looking to handover the clients and retire, ensuring a smooth transition for the clients who can then bolt onto your existing adviser setup.
The majority of the client back are all concentrated geographically around the adviser, increasing the simplicity of servicing.
For more information please call 01765 698 699 and quote the reference number 31777 ask for Toby Holbrey
