Newcastle-based IFA with £55m FUM generating £250k In Turnover

Current turn over circa: £250,000

Offers over: £830,000

Established: 10 to 15 years

Gross Recurring Revenue: 200-300k

Number of staff: 0

Locations: Tyne and Wear

Locations: Newcastle

Additional Notes: Average portfolio size per household of £360,000, meaning time will be spent with high-value clients.

Average age per client of 50 which gives plenty of portfolio accumulation opportunity.

Average on-going advisor charge of 0.5, representing room for potential uplift.

For more information please call 01765 698 699 and quote the reference number 30983 ask for Byron Snaith