On Hold
£3,500,000
High-Net Worth IFA Managing £600m FUM Generating over £3m of Recurring Income
Ref: 31132
Current Turnover
£3,500,000
Offers Over
£13,000,000
Established
25 to 30 years
Gross Recurring Revenue
More than 2m
Number of Staff
10 to 20
Location
London and South East
Current turn over circa: £3,500,000
Offers over: £13,000,000
Established: 25 to 30 years
Gross Recurring Revenue: More than 2m
Number of staff: 10 to 20
Locations: Nationwide
Additional Notes:
- The vast majority of clients have signed discretionary contracts with the businesses
- The average Household has over £1m invested in the businesses
- The businesses has full Succession within the current adviser team for retirments of the Principals over the next few years
For more information please call 01765 698 699 and quote the reference number 31132 ask for Oliver Macer
