£800,000
HNW IFA in Surrey with £85m FUM
Ref: 31826
Current Turnover
£800,000
Offers Over
£2,500,000
Established
25 to 30 years
Gross Recurring Revenue
0.5-1m
Number of Staff
5 to 10
Location
London and South East
Current turn over circa: £800,000
Offers over: £2,500,000
Established: 25 to 30 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 5 to 10
Additional Notes: With an average portfolio size per household just below £500k, you will be managing highly profitable clients.
There are staff in place who can continue working post-sale, ensuring a smooth transition.
For more information please call 01765 698 699 and quote the reference number 31826 ask for Toby Holbrey
