Reference: 24534 | Region: Selling , South East | Price: £375,000 | Funds Under Management: £25,000,000 |
Recurring Income: £174,000 | No of Active Households: 100

This London based Independent Financial Advisory firm has decided to segment their client bank to concentrate on their ‘A’ UHNW clients with average holdings of over £1m by selling c100 B&C client households with average holdings of c£250k each.

These active households live predominantly in London and Home Counties.

Seeking an Asset Purchase.