£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