£1,050,000
HNW IFA in Hertofshire with £115m FUM
Ref: 31783
Current Turnover
£1,050,000
Offers Over
£2,750,000
Established
15 to 20 years
Gross Recurring Revenue
0.5-1m
Number of Staff
3 to 5
Location
London and South East
Current turn over circa: £1,050,000
Offers over: £2,750,000
Established: 15 to 20 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 3 to 5
Additional Notes: 90% of the assets in the business are with 2 major providers, increasing the simplicity of the transition post-sale.
With an average on-going adviser charge of 0.5%, there is the potnetial for future uplift in revenues.
For more information please call 01765 698 699 and quote the reference number 31783 ask for Toby Holbrey
