HNW IFA in Surrey with £15m FUM

Current turn over circa: £120,000

Offers over: £475,000

Established: 10 to 15 years

Gross Recurring Revenue: 100-150k

Number of staff: 0

Additional Notes: This business represents a small, core group of profitable clients with an average FUM above £400k, meaning a simple client bank could be integrated into your business.

With an average client age in their early 50's, there is still room for further poortfolio accumulation.

For more information please call 01765 698 699 and quote the reference number 31739 ask for Edward Thorpe

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