On Hold
£220,000
IFA with £30m FUM in Surrey/London
Ref: 31676
Current Turnover
£220,000
Offers Over
£750,000
Established
15 to 20 years
Gross Recurring Revenue
200-300k
Number of Staff
1
Location
London and South East
Current turn over circa: £220,000
Offers over: £750,000
Established: 15 to 20 years
Gross Recurring Revenue: 200-300k
Number of staff: 1
Additional Notes: With an average household FUM of £500k, this represents a core group of profitable clients.
Over 90% of the FUM is with one major platform, simplifying the transition post sale.
For more information please call 01765 698 699 and quote the reference number 31676 ask for Edward Thorpe
