£2,000,000
IFA in the South East with £350m FUM
Ref: 31999
Current Turnover
£2,000,000
Offers Over
£7,500,000
Established
10 to 15 years
Gross Recurring Revenue
1-2m
Number of Staff
5 to 10
Location
London and South East
Current turn over circa: £2,000,000
Offers over: £7,500,000
Established: 10 to 15 years
Gross Recurring Revenue: 1-2m
Number of staff: 5 to 10
Additional Notes: This business has an average portfolio value per household of above £500k, meaning you will be looking after quality, profitable clients.
With an average on-going adviser charge of 0.5%, there remains room to uplift this in the future and so further increase revenues.
For more information please call 01765 698 699 and quote the reference number 31999 ask for Toby Holbrey
