£3,250,000
IFA on the South Coast with £400m FUM
Ref: 31921
Current Turnover
£3,250,000
Offers Over
£8,000,000
Established
15 to 20 years
Gross Recurring Revenue
More than 2m
Number of Staff
10 to 20
Location
London and South East
Current turn over circa: £3,250,000
Offers over: £8,000,000
Established: 15 to 20 years
Gross Recurring Revenue: More than 2m
Number of staff: 10 to 20
Additional Notes: This firm has advisers and an office in place so would either be suitable for a firm with a local office, or one looking to gain a presence in the area.
85% of their assets are with two providers, which will make for an easier transition of client assets.
For more information please call 01765 698 699 and quote the reference number 31921 ask for Toby Holbrey
