£2,200,000
HNW South West IFA with £200m FUM
Ref: 32043
Current Turnover
£2,200,000
Offers Over
£9,000,000
Established
20 to 25 years
Gross Recurring Revenue
More than 2m
Number of Staff
5 to 10
Location
South West
Current turn over circa: £2,200,000
Offers over: £9,000,000
Established: 20 to 25 years
Gross Recurring Revenue: More than 2m
Number of staff: 5 to 10
Additional Notes: This business has an average portfolio size per household close to £1m, meaning you will be servicing highly profitable clients.
There is planning in the business with a younger adviser who can help with the transition and ensure continuity with client relationships, helping with client retention.
For more information please call 01765 698 699 and quote the reference number 32043 ask for Toby Holbrey
