Sole Adviser with Capacity Seeking £20-£60m FUM
Ref: 181478
Up front budget: £600,000
Current turn over circa: £150,000
Cash offer: Up to 4x Recurring Revenue
Established since: 2025
Locations: Somerset
Additional Notes: This adviser has capacity for up to 100 more households to service. If within this limit, they would be able to service your whole client bank and with full focus/control from the Principal.
They are an experienced and chartered adviser, so you can be confident that your clients are in safe hands and would be looked after for, potetnially, the rest of their investing lives.
For more information please call 01765 698 699 and quote the reference number 181478 ask for Toby Holbrey
