£600,000
UHNW IFA in Kent with £70m FUM
Ref: 31776
Current Turnover
£600,000
Offers Over
£2,400,000
Established
15 to 20 years
Gross Recurring Revenue
0.5-1m
Number of Staff
1
Location
London and South East
Current turn over circa: £600,000
Offers over: £2,400,000
Established: 15 to 20 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 1
Additional Notes: Your business will be taking on a small group of exceptionally high quality clients, while the adviser is happy to remain in an extended handover which should lead to maximum client retention.
The business is highly aligned to one major provider, increasing the simplicity of of the transition post-sale.
For more information please call 01765 698 699 and quote the reference number 31776 ask for Toby Holbrey
