Sold
£2,800,000
South West Wealth Management Hub Managing c.£300m FUM, £1.4m Profit Line housing Mostly Chartered/Fellows Employed Advisers
Ref: 30748
Current Turnover
£2,800,000
Offers Over
£11,250,000
Established
More than 35 years
Gross Recurring Revenue
More than 2m
Number of Staff
10 to 20
Location
London and South East
Current turn over circa: £2,800,000
Offers over: £11,250,000
Established: More than 35 years
Gross Recurring Revenue: More than 2m
Number of staff: 10 to 20
Locations: South West
Additional Notes:
South West Wealth Management Hub Managing c.£300m FUM, £1.4m Profit Line housing Mostly Chartered/Fellows Employed Advisers
- The majority of clients are looked after by employed advisers within the business with in-built succession for the clients of the Retiring Advisers
- The Practice has an in-house Discretionary Service with over 40% of the clients using this service
- Very Limited risky products have been advised within the business
For more information please call 01765 698 699 and quote the reference number 30748 ask for Edward Thorpe
