HNW IFA in Surrey with £85m FUM

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 Edward Thorpe

IFA similar to this