£120,000
HNW IFA in Surrey with £15m FUM
Ref: 31739
Current Turnover
£120,000
Offers Over
£475,000
Established
10 to 15 years
Gross Recurring Revenue
100-150k
Location
London and South East
Current turn over circa: £120,000
Offers over: £475,000
Established: 10 to 15 years
Gross Recurring Revenue: 100-150k
Number of staff: 0
Additional Notes: This business represents a small, core group of profitable clients with an average FUM above £400k, meaning a simple client bank could be integrated into your business.
With an average client age in their early 50's, there is still room for further poortfolio accumulation.
For more information please call 01765 698 699 and quote the reference number 31739 ask for Toby Holbrey
