On Hold
£1,450,000
High-Net Worth IFA Practice Managing £150m FUM Generating £1,3500,000 in Recurring Income
Ref: 31002
Current Turnover
£1,450,000
Offers Over
£5,400,000
Established
30 to 35 years
Gross Recurring Revenue
1-2m
Number of Staff
5 to 10
Location
London and South East
Current turn over circa: £1,450,000
Offers over: £5,400,000
Established: 30 to 35 years
Gross Recurring Revenue: 1-2m
Number of staff: 5 to 10
Locations: Greater London
Additional Notes:
- The Practice focuses on clients largely above £1m in Portfolio value with very few clients below £500,000 in invested assets.
For more information please call 01765 698 699 and quote the reference number 31002 ask for Toby Holbrey
