£320,000
£65m FUM North-East Client Bank
Ref: 31505
Current Turnover
£320,000
Offers Over
£1,050,000
Established
10 to 15 years
Gross Recurring Revenue
200-300k
Number of Staff
1
Location
North East and Yorkshire
Current turn over circa: £320,000
Offers over: £1,050,000
Established: 10 to 15 years
Gross Recurring Revenue: 200-300k
Number of staff: 1
Additional Notes: With an average on-going adviser charge of 0.5%, there could be potential for further uplift.
With just 90 active clients, you can be sure of a very high-quality client bank.
For more information please call 01765 698 699 and quote the reference number 31505 ask for Oliver Macer
