£1,300,000
Surrey IFA with £110m FUM
Ref: 31732
Current Turnover
£1,300,000
Offers Over
£2,800,000
Established
25 to 30 years
Gross Recurring Revenue
0.5-1m
Number of Staff
5 to 10
Location
London and South East
Current turn over circa: £1,300,000
Offers over: £2,800,000
Established: 25 to 30 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 5 to 10
Additional Notes: With an office, advisers and back-office staff in place, this business can continue running profitably post-sale.
The majority of the FUM is with three major providers, increasing the simplicity of the transition.
For more information please call 01765 698 699 and quote the reference number 31732 ask for Toby Holbrey