Sold
£450,000
HNW Hertfodshire IFA with £80m FUM
Ref: 31711
Current Turnover
£450,000
Offers Over
£1,500,000
Established
20 to 25 years
Gross Recurring Revenue
300-500k
Number of Staff
1
Location
London and South East
Current turn over circa: £450,000
Offers over: £1,500,000
Established: 20 to 25 years
Gross Recurring Revenue: 300-500k
Number of staff: 1
Additional Notes: With one sole adviser who is looking to handover the clients and retire, these quality clients can be integrated within an existing adviser base easily.
At 0.5% as an average ongoing, there is potential for future uplift.
For more information please call 01765 698 699 and quote the reference number 31711 ask for Toby Holbrey
