Home / IFA Firms For Sale / London and South East / HNW Retiring IFA with £6.5m FUM
On Hold
£35,000

HNW Retiring IFA with £6.5m FUM

Ref: 31172
Current Turnover
£35,000
Offers Over
£130,000
Established
5 to 10 years
Gross Recurring Revenue
30-50k
Location
London and South East

Current turn over circa: £35,000

Offers over: £130,000

Established: 5 to 10 years

Gross Recurring Revenue: 30-50k

Number of staff: 0

Locations: Bedfordshire

Additional Notes: An average on-going advisor charge of 0.54% means there is potential for future uplift.

With just 9 households, you will be servicing high-quality clients.

For more information please call 01765 698 699 and quote the reference number 31172 ask for Oliver Macer

Contact Us

OM
Oliver Macer
Quote reference: Show me more sellers like this Ref: 31172
London and South East

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