£1,100,000
IFA in West Yorkshire with £115m FUM
Ref: 16348
Current Turnover
£1,100,000
Offers Over
£3,250,000
Established
10 to 15 years
Gross Recurring Revenue
0.5-1m
Number of Staff
5 to 10
Location
North East and Yorkshire
Current turn over circa: £1,100,000
Offers over: £3,250,000
Established: 10 to 15 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 5 to 10
Additional Notes: The business has an average household value of £0.5m, meaning you will be servicing highly profitable clients.
This business has in-built succession planning with young advisers who can maintain the client relationships and help with client retention.
For more information please call 01765 698 699 and quote the reference number 16348 ask for Oliver Macer