Under Offer
£110,000
London IFA with £30m FUM across 34 households
Ref: 30239
Current Turnover
£110,000
Offers Over
£275,000
Established
30 to 35 years
Gross Recurring Revenue
70-100k
Number of Staff
1
Location
London and South East
Current turn over circa: £110,000
Offers over: £275,000
Established: 30 to 35 years
Gross Recurring Revenue: 70-100k
Number of staff: 1
Locations: Greater London
Additional Notes: Unique IFA business charging .25% ongoing adviser fees on £30m FUM, providing an unusually large opportunity for uplift.
This high net worth client bank houses portfolios on average over £850k, making the clients well worth servicing.
This business has a strong track record, with no history of complaints and no involvement in high-risk products, offering an acquiring firm a low-risk client base with stable, compliant advice history.
For more information please call 01765 698 699 and quote the reference number 30239 ask for Edward Thorpe
