£300,000
Leeds-based IFA with £60m FUM generating £300,000 in Recurring Revenue
Ref: 30973
Current Turnover
£300,000
Offers Over
£1,600,000
Established
15 to 20 years
Gross Recurring Revenue
300-500k
Number of Staff
1
Location
North East and Yorkshire
Current turn over circa: £300,000
Offers over: £1,600,000
Established: 15 to 20 years
Gross Recurring Revenue: 300-500k
Number of staff: 1
Locations: North Yorkshire
Locations: Leeds
Additional Notes: Average portfolio size per household of £500,000, meaning time will be used effectively on high value clients.
Average on-going advisor charge of 0.5, providing potential for further uplift.
For more information please call 01765 698 699 and quote the reference number 30973 ask for Byron Snaith
