£850,000
High-Net-Worth IFA in the South-East with £145m FUM
Ref: 31996
Current Turnover
£850,000
Offers Over
£3,300,000
Established
10 to 15 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: £3,300,000
Established: 10 to 15 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 3 to 5
Additional Notes: This business has an average household portfolio size above £1m, meaning you will be servicing extremely profitable clients and benefitting from this advisers' work here to date.
As this is a sole adviser who is retiring, you will be able to bolt these clients straight into your existing adviser capacity which will boost profitability.
For more information please call 01765 698 699 and quote the reference number 31996 ask for Toby Holbrey
