London IFA with £30m FUM across 34 households

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 Toby Holbrey