£330,000
Reading IFA with £30m FUM generating £280k of Recurring Revenue
Ref: 15146
Current Turnover
£330,000
Offers Over
£1,015,000
Established
15 to 20 years
Gross Recurring Revenue
200-300k
Number of Staff
1 to 3
Location
London and South East
Current turn over circa: £330,000
Offers over: £1,015,000
Established: 15 to 20 years
Gross Recurring Revenue: 200-300k
Number of staff: 1 to 3
Locations: Berkshire
Additional Notes: With an average portfolio size per-household of nearly £300,000, time won't be wasted with low-value clients.
Average client ages of 55 means there is plenty of room for further portfolio accumulation.
For more information please call 01765 698 699 and quote the reference number 15146 ask for Toby Holbrey
