Sold
£100,000
London High-Net-Worth IFA with £10m FUM
Ref: 31089
Current Turnover
£100,000
Offers Over
£340,000
Established
10 to 15 years
Gross Recurring Revenue
100-150k
Location
London and South East
Current turn over circa: £100,000
Offers over: £340,000
Established: 10 to 15 years
Gross Recurring Revenue: 100-150k
Number of staff: 0
Locations: Hertfordshire
Locations: Watford
Additional Notes: Average portfolio size per household over £850k, meaning time will be spent with high value clients.
Average on-going advisor charge of 0.75%, representing an opportunity for uplift.
Average age of clients of 55, meaning there is significant opportunity in portfolio accumulation.
For more information please call 01765 698 699 and quote the reference number 31089 ask for Toby Holbrey
