Retiring IFA with £80m FUM generating £400,000 in Turnover

Current turn over circa: £400,000

Offers over: £1,250,000

Established: 20 to 25 years

Gross Recurring Revenue: 200-300k

Number of staff: 1 to 3

Locations: Surrey

Additional Notes: The low on-going advisor charge provides significant potential for future uplift.

With an average client age of 61, this firm provides great potential for further portfolio accumulation.

For more information please call 01765 698 699 and quote the reference number 31175

IFA similar to this