£750,000
HNW IFA in Hertfodshire with £100m FUM
Ref: 32074
Current Turnover
£750,000
Offers Over
£2,750,000
Established
10 to 15 years
Gross Recurring Revenue
0.5-1m
Number of Staff
1
Location
South West
Current turn over circa: £750,000
Offers over: £2,750,000
Established: 10 to 15 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 1
Additional Notes: With an average portfolio size per household above £750k, you will be servicing highly profitable and valuable clients.
There is one sole adviser, so you can bolt the clients straight into your existing adviser setup.
For more information please call 01765 698 699 and quote the reference number 32074 ask for Toby Holbrey
