£700,000
IFA in Hampshire with £105m FUM
Ref: 31855
Current Turnover
£700,000
Offers Over
£1,800,000
Established
10 to 15 years
Gross Recurring Revenue
300-500k
Number of Staff
5 to 10
Location
London and South East
Current turn over circa: £700,000
Offers over: £1,800,000
Established: 10 to 15 years
Gross Recurring Revenue: 300-500k
Number of staff: 5 to 10
Additional Notes: This business has an ongoing adviser charge of 0.5%, so there is the potential for further revenue uplift.
They have kept a very clean compliance record with no complaints in their history, additionally there are no high risk products such as DB transfers.
For more information please call 01765 698 699 and quote the reference number 31855 ask for Toby Holbrey
