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High-Net Worth IFA Managing £600m FUM Generating over £3m of Recurring Income

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 Edward Thorpe

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