£300,000
Surrey-based Retiring IFA with £35m FUM
Ref: 31316
Current Turnover
£300,000
Offers Over
£960,000
Established
5 to 10 years
Gross Recurring Revenue
200-300k
Number of Staff
1 to 3
Location
London and South East
Current turn over circa: £300,000
Offers over: £960,000
Established: 5 to 10 years
Gross Recurring Revenue: 200-300k
Number of staff: 1 to 3
Locations: Surrey
Additional Notes: With just 90 households, your time will be well spent servicing high-value clients.
A single adviser with no staff members provides an opportunity for an immediate bolt-on of clients.
For more information please call 01765 698 699 and quote the reference number 31316 ask for Toby Holbrey
