£900,000
North East IFA with £90m FUM
Ref: 32054
Current Turnover
£900,000
Offers Over
£3,000,000
Established
20 to 25 years
Gross Recurring Revenue
0.5-1m
Number of Staff
10 to 20
Location
North East and Yorkshire
Current turn over circa: £900,000
Offers over: £3,000,000
Established: 20 to 25 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 10 to 20
Additional Notes: There are several advisers in the business who can continue the existing client relationships which should lead to maximum client retention.
Uses mainstream providers and mostly MPS solutions, which will lead to a simpler transition of assets post-sale.
For more information please call 01765 698 699 and quote the reference number 32054 ask for Oliver Macer
