Under Offer
£117,000
£20m FUM IFA with a 0.5% average on-going advisor charge
Ref: 31117
Current Turnover
£117,000
Offers Over
£370,000
Established
20 to 25 years
Gross Recurring Revenue
100-150k
Number of Staff
1
Location
London and South East
Current turn over circa: £117,000
Offers over: £370,000
Established: 20 to 25 years
Gross Recurring Revenue: 100-150k
Number of staff: 1
Locations: Berkshire
Locations: Reading
Additional Notes: With an average portfolio size per-household of £400k, time will be spent most effectively with high-value clients.
An average on-going advisor charge of 0.5% represents chance for uplift.
For more information please call 01765 698 699 and quote the reference number 31117 ask for Toby Holbrey
