On Hold
£400,000
Retiring IFA with £80m FUM generating £400,000 in Turnover
Ref: 31175
Current Turnover
£400,000
Offers Over
£1,250,000
Established
20 to 25 years
Gross Recurring Revenue
200-300k
Number of Staff
1 to 3
Location
London and South East
Current turn over circa: £400,000
Offers over: £1,250,000
Established: 20 to 25 years
Gross Recurring Revenue: 200-300k
Number of staff: 1 to 3
Locations: Surrey
Additional Notes: The low on-going advisor charge provides significant potential for future uplift.
With an average client age of 61, this firm provides great potential for further portfolio accumulation.
For more information please call 01765 698 699 and quote the reference number 31175 ask for Toby Holbrey
