Sold
£1,750,000
Chartered IFA Managing £250m FUM Located in the West Midlands With Younger Advisers in the Business
Ref: 30551
Current Turnover
£1,750,000
Offers Over
£4,600,000
Established
20 to 25 years
Gross Recurring Revenue
1-2m
Number of Staff
5 to 10
Location
London and South East
Current turn over circa: £1,750,000
Offers over: £4,600,000
Established: 20 to 25 years
Gross Recurring Revenue: 1-2m
Number of staff: 5 to 10
Locations: West Midlands
Additional Notes:
Chartered IFA Managing £250m FUM Located in the West Midlands With Younger Advisers in the Business
- Average Ongoing Advisory Charge 0.5%
- The bulk of client Funds sit on 2/3 Platforms
- The majority of advisers wish to stay and grow the existing client bank
For more information please call 01765 698 699 and quote the reference number 30551 ask for Oliver Macer
