East Yorkshire IFA with £135m FUM

Current turn over circa: £600,000

Offers over: £2,000,000

Established: 15 to 20 years

Gross Recurring Revenue: 0.5-1m

Number of staff: 3 to 5

Additional Notes: This business has an average portfolio size per household above £500k, so you will be servicing high quality and profitable clients who, with an average age in their early 50s, still have further room to accumulate.

With an average on-going adviser charge of 0.5%, there is the potential for future uplift in revenues.

This firm has a clean complaints history and with no high-risk products, this risk of future payouts are at a minimum.

For more information please call 01765 698 699 and quote the reference number 31866 ask for Byron Snaith

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