On Hold
£575,000
Surrey based DFM business housing £60m FUM with clients predominately serviced remotely
Ref: 30430
Current Turnover
£575,000
Offers Over
£1,725,000
Established
More than 35 years
Gross Recurring Revenue
0.5-1m
Number of Staff
3 to 5
Location
London and South East
Current turn over circa: £575,000
Offers over: £1,725,000
Established: More than 35 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 3 to 5
Locations: Surrey
Additional Notes: Surrey based DFM business housing £60m FUM with clients predominately serviced remotely
Average client size is £250,000, thus all clients are worth seeing and are highly profitable.
Principal would like to around for a handover period to ensure client retention.
For more information please call 01765 698 699 and quote the reference number 30430 ask for Toby Holbrey
