Sold
£1,100,000
Kent Based Retiring IFA Manaing £125m FUM Producing £900,000 in Recurring Income
Ref: 30986
Current Turnover
£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
Location
London and South East
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 Toby Holbrey
