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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 Byron Snaith

North East and Yorkshire

Contact Us

BS
Byron Snaith
Quote reference: Seller Ref: 31742

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