On Hold
£400,000
Retiring IFA Generating c £350,000
Ref: 30470
Current Turnover
£400,000
Offers Over
£1,320,000
Established
25 to 30 years
Gross Recurring Revenue
300-500k
Number of Staff
1 to 3
Location
London and South East
Current turn over circa: £410,000
Offers over: £1,070,000
Established: 25 to 30 years
Gross Recurring Revenue: 300-500k
Number of staff: 1 to 3
Additional Notes:
Sole Trader Managing c.£40m FUM, an Average Client Size of £300,000 and Recurring Income of £300,000
- Full support staff within the Practice
- Principal wishes to handover the clients in 1-2 year period
- No Risky Products have been advised to Client within the Business
The Practice is based in the South Hampshire area
For more information please call 01765 698 699 and quote the reference number 30470 ask for Toby Holbrey
