£210,000
HNW IFA in East Anglia with £30m FUM
Ref: 15323
Current Turnover
£210,000
Offers Over
£800,000
Established
15 to 20 years
Gross Recurring Revenue
200-300k
Number of Staff
3 to 5
Location
London and South East
Current turn over circa: £210,000
Offers over: £800,000
Established: 15 to 20 years
Gross Recurring Revenue: 200-300k
Number of staff: 3 to 5
Additional Notes: This business has an average household asset value above £1 million, meaning you would be servicing a small number of highly profitable clients.
Being a sole adviser who is looking to retire, alongside zero DBTs and a clean compliance record, this represents the potential for a straightforward acquisition.
For more information please call 01765 698 699 and quote the reference number 15323 ask for Oliver Macer
