£2,000,000
HNW IFA in the East Midlands with £300m FUM
Ref: 32103
Current Turnover
£2,000,000
Offers Over
£6,000,000
Established
25 to 30 years
Gross Recurring Revenue
1-2m
Number of Staff
5 to 10
Location
East Midlands
Current turn over circa: £2,000,000
Offers over: £6,000,000
Established: 25 to 30 years
Gross Recurring Revenue: 1-2m
Number of staff: 5 to 10
Additional Notes: The business has an average portfolio size per household above £750,000, meaning you will be servicing highly valuable and profitable clients.
The average ongoing adviser charge is currently 0.5%, meaning there is the potential for this to be increased to see revenue increase in the future.
For more information please call 01765 698 699 and quote the reference number 32103 ask for Oliver Macer
