£850,000
High-Net-Worth IFA in Hertfodshire with £85m FUM
Ref: 14864
Current Turnover
£850,000
Offers Over
£2,750,000
Established
15 to 20 years
Gross Recurring Revenue
0.5-1m
Number of Staff
3 to 5
Location
London and South East
Current turn over circa: £850,000
Offers over: £2,750,000
Established: 15 to 20 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 3 to 5
Additional Notes: This business has an average household portfolio above £700,00, meaning you will be servicing high value and profitable clients.
This is a sole advisor firm, meaning these clients can all bolt into your existing adviser base to directly boost profitability.
For more information please call 01765 698 699 and quote the reference number 14864 ask for Toby Holbrey
