On Hold
£2,650,000
IFA In East Scotland Managing £350m FUM Generating £2m in Recurring Income
Ref: 30972
Current Turnover
£2,650,000
Offers Over
£13,000,000
Established
20 to 25 years
Gross Recurring Revenue
More than 2m
Number of Staff
20 to 50
Location
London and South East
Current turn over circa: £2,650,000
Offers over: £13,000,000
Established: 20 to 25 years
Gross Recurring Revenue: More than 2m
Number of staff: 20 to 50
Locations: East Scotland
Additional Notes:
- The business houses all employed advisers with succession planning for the Principal within the Practice
- The average portfolio invested per client is c.£1.1m with the vast majority of clients holding more than £500,000 with the business
For more information please call 01765 698 699 and quote the reference number 30972 ask for Toby Holbrey
