On Hold
£300,000
Retiring IFA Managing £50m FUM Generating £250k Recurring Income with c.60 Households
Ref: 30829
Current Turnover
£300,000
Offers Over
£1,050,000
Established
20 to 25 years
Gross Recurring Revenue
200-300k
Number of Staff
1
Location
London and South East
Current turn over circa: £300,000
Offers over: £1,050,000
Established: 20 to 25 years
Gross Recurring Revenue: 200-300k
Number of staff: 1
Locations: Cambridgeshire/Essex
Additional Notes:
- The Practice specialises in High-Net-Worth clients with the average invested per client close to £1m
- The majority of clients are invested with an External Discretionary Fund Manager
For more information please call 01765 698 699 and quote the reference number 30829 ask for Toby Holbrey
