£700,000
Buckinghamshrie IFA with £115m FUM
Ref: 31663
Current Turnover
£700,000
Offers Over
£2,600,000
Established
20 to 25 years
Gross Recurring Revenue
0.5-1m
Number of Staff
3 to 5
Location
London and South East
Current turn over circa: £700,000
Offers over: £2,600,000
Established: 20 to 25 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 3 to 5
Additional Notes: This business has an average household portfolio value in excess of £500,000, meaning you will be servicing a core group of profitable clients.
They are highly aligned to three major platforms, ensuring a smooth transition of client assets post-sale.
For more information please call 01765 698 699 and quote the reference number 31663 ask for Toby Holbrey
