£350,000
Sole Adviser in Kent with £70m FUM
Ref: 31824
Current Turnover
£350,000
Offers Over
£1,200,000
Established
20 to 25 years
Gross Recurring Revenue
300-500k
Number of Staff
1
Location
London and South East
Current turn over circa: £350,000
Offers over: £1,200,000
Established: 20 to 25 years
Gross Recurring Revenue: 300-500k
Number of staff: 1
Additional Notes: As there is only one adviser who is retiring, a purchaser will be able to integrate a loyal client bank directly into their existing adviser base.
With an average OAC at 0.5%, there is the potential for future uplift in revenues.
For more information please call 01765 698 699 and quote the reference number 31824 ask for Toby Holbrey
