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£275,000

North-East IFA with £50m FUM

Ref: 31742
Current Turnover
£275,000
Offers Over
£1,000,000
Established
10 to 15 years
Gross Recurring Revenue
200-300k
Number of Staff
1 to 3
Location
North East and Yorkshire

Current turn over circa: £275,000

Offers over: £1,000,000

Established: 10 to 15 years

Gross Recurring Revenue: 200-300k

Number of staff: 1 to 3

Additional Notes: This adviser has an average on-going adviser charge of 0.5%, meaning there is the potential for future uplift.

The average household portfolio value is £500,000, so you will be looking after a core group of profitable clients.

For more information please call 01765 698 699 and quote the reference number 31742 ask for Oliver Macer

Contact Us

OM
Oliver Macer
Quote reference: Seller Ref: 31742
North East and Yorkshire

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