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 Toby Holbrey
