On Hold
£220,000
Selling IFA in London managing c.£26m FUM with an average ongoing charge of 0.5%
Ref: 30850
Current Turnover
£220,000
Offers Over
£465,000
Established
15 to 20 years
Gross Recurring Revenue
100-150k
Number of Staff
1 to 3
Location
London and South East
Current turn over circa: £220,000
Offers over: £465,000
Established: 15 to 20 years
Gross Recurring Revenue: 100-150k
Number of staff: 1 to 3
Locations: Greater London
Locations: Ealing
Additional Notes: The ongoing adviser charge of 0.5% represents huge potential for fee uplift and value accretion.
Average age of 55 meaning the portfolios will continue accumulating and rise in vakue effortlessly.
For more information please call 01765 698 699 and quote the reference number 30850 ask for Toby Holbrey
