This listing Has Been Sold

Kent Based Retiring IFA Manaing £125m FUM Producing £900,000 in Recurring Income

Current turn over circa: £1,100,000

Offers over: £4,400,000

Established: 30 to 35 years

Gross Recurring Revenue: 0.5-1m

Number of staff: 3 to 5

Locations: Kent

Additional Notes:

- The average portfolio invested per client is c.£500,000 with the vast majority of clients holding more than £250,000 with the business

- No liability within the existing firm

For more information please call 01765 698 699 and quote the reference number 30986 ask for Edward Thorpe

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