£350,000
Bournemouth IFA with £35m FUM
Ref: 31736
Current Turnover
£350,000
Offers Over
£1,200,000
Established
15 to 20 years
Gross Recurring Revenue
300-500k
Number of Staff
1 to 3
Location
London and South East
Current turn over circa: £350,000
Offers over: £1,200,000
Established: 15 to 20 years
Gross Recurring Revenue: 300-500k
Number of staff: 1 to 3
Additional Notes: There are only two staff members in the business who can help with the transition of clients.
There are only investment and pension assets with the majority on major platforms, increasing the simplicity of integration.
For more information please call 01765 698 699 and quote the reference number 31736 ask for Toby Holbrey
