£1,050,000
HNW IFA in East Sussex with £180m FUM
Ref: 32029
Current Turnover
£1,050,000
Offers Over
£4,000,000
Established
15 to 20 years
Gross Recurring Revenue
0.5-1m
Number of Staff
1 to 3
Location
London and South East
Current turn over circa: £1,050,000
Offers over: £4,000,000
Established: 15 to 20 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 1 to 3
Additional Notes: This business has an average household value above £750,000, meaning you will be servicing high quality and profitable clients.
They have 90% of their assets with one major provider, increasing the simplicity of the transition of client assets post-sale.
The business have an on-going adviser cost of 0.5%, meaning there is the potential for uplift in revenues in the future.
For more information please call 01765 698 699 and quote the reference number 32029 ask for Toby Holbrey
