£250,000
Newcastle-based IFA with £55m FUM generating £250k In Turnover
Ref: 30983
Current Turnover
£250,000
Offers Over
£830,000
Established
10 to 15 years
Gross Recurring Revenue
200-300k
Location
North East and Yorkshire
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 Oliver Macer
