On Hold
£650,000
High-Net-Worth IFA Managing £100m FUM Generating c.£500,000 of Recurring Income Looking to Remain in the Business and Drive Growth
Ref: 30731
Current Turnover
£650,000
Offers Over
£2,000,000
Established
5 to 10 years
Gross Recurring Revenue
0.5-1m
Number of Staff
3 to 5
Location
London and South East
Current turn over circa: £650,000
Offers over: £2,000,000
Established: 5 to 10 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 3 to 5
Locations: Greater London,Greater London
Additional Notes:
High-Net-Worth IFA Managing £100m FUM Generating c.£500,000 of Recurring Income Looking to Remain in the Business and Drive Growth
- The majority of clients are professionals & business owners with an average client of c.£800,000
- No risky products have been advised within the business
- High quality staff looking to remain in the Practice
For more information please call 01765 698 699 and quote the reference number 30731 ask for Toby Holbrey
