£950,000
Sole Adviser in East Sussex with £105m FUM
Ref: 32055
Current Turnover
£950,000
Offers Over
£2,000,000
Established
20 to 25 years
Gross Recurring Revenue
0.5-1m
Number of Staff
3 to 5
Location
London and South East
Current turn over circa: £950,000
Offers over: £2,000,000
Established: 20 to 25 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 3 to 5
Additional Notes: There are junior advisers in the business who can help maintain the client relationships post-sale, which will help with client retention.
90% of the assets are with three major providers, leading to a simpler transition of client assets.
For more information please call 01765 698 699 and quote the reference number 32055 ask for Toby Holbrey
