On Hold
£60,000
Long-Established South-East IFA with £13m FUM
Ref: 31085
Current Turnover
£60,000
Offers Over
£190,000
Established
20 to 25 years
Gross Recurring Revenue
50-70k
Number of Staff
1
Location
London and South East
Current turn over circa: £60,000
Offers over: £190,000
Established: 20 to 25 years
Gross Recurring Revenue: 50-70k
Number of staff: 1
Locations: Kent
Locations: Dartford
Additional Notes: Average client age of 56 represents significant chance for further portfolio accumulation.
Average on-going advisor charge of 0.45% sees great potential for future uplift.
For more information please call 01765 698 699 and quote the reference number 31085 ask for Toby Holbrey
