Sold
£475,000
£54m FUM IFA generating £475k in Recurrung Revenue
Ref: 30946
Current Turnover
£475,000
Offers Over
£1,500,000
Established
15 to 20 years
Gross Recurring Revenue
300-500k
Number of Staff
1 to 3
Location
North East and Yorkshire
Current turn over circa: £475,000
Offers over: £1,500,000
Established: 15 to 20 years
Gross Recurring Revenue: 300-500k
Number of staff: 1 to 3
Locations: South Yorkshire
Locations: Sheffield
Additional Notes: Average on-going advisor charge of 0.7% meaning room for potential uplift.
Average portfolio per household of £320k, meaning time won't be wasted visiting low value clients.
No risky products in the business.
For more information please call 01765 698 699 and quote the reference number 30946 ask for Oliver Macer
