On Hold
£400,000
Berkshire IFA managing £55m AUM charging .5%
Ref: 31057
Current Turnover
£400,000
Offers Over
£1,000,000
Established
20 to 25 years
Gross Recurring Revenue
200-300k
Number of Staff
1
Location
London and South East
Current turn over circa: £300,000
Offers over: £1,000,000
Established: 20 to 25 years
Gross Recurring Revenue: 200-300k
Number of staff: 1
Locations: Berkshire
Locations: Reading
Additional Notes: Average on-going advisor charge of 0.5%, representing room for further uplift.
Average client age of 61, meaning the portfolios have room for further accumulation.
For more information please call 01765 698 699 and quote the reference number 31057 ask for Toby Holbrey
