£1,150,000
Central London IFA with £130m FUM
Ref: 16888
Current Turnover
£1,150,000
Offers Over
£3,750,000
Established
15 to 20 years
Gross Recurring Revenue
0.5-1m
Number of Staff
1 to 3
Location
London and South East
Current turn over circa: £1,150,000
Offers over: £3,750,000
Established: 15 to 20 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 1 to 3
Additional Notes: This IFA has built up a high net-worth practice, advising clients with an average of £800,000 of funds under management. You will therefore be servicing high quality and profitable clients.
The assets under management are mostly with just two major providers, increasing the simplicity of the transition post-sale.
For more information please call 01765 698 699 and quote the reference number 16888 ask for Toby Holbrey
