£2,900,000
HNW IFA in London with £390m FUM
Ref: 31940
Current Turnover
£2,900,000
Offers Over
£10,000,000
Established
20 to 25 years
Gross Recurring Revenue
More than 2m
Number of Staff
10 to 20
Location
London and South East
Current turn over circa: £2,900,000
Offers over: £10,000,000
Established: 20 to 25 years
Gross Recurring Revenue: More than 2m
Number of staff: 10 to 20
Additional Notes: This business has 80% of its assets with one major provider, which will increase the simplicity of the transition post-sale.
With an average portfolio size per client at £750k, this business primarily works with HNW clients and any acquirer will benefit from their profitability.
This business has an attractive office already in London, so would suit either someone looking for a presence in the capital, or someone who already has one.
For more information please call 01765 698 699 and quote the reference number 31940 ask for Toby Holbrey
