On Hold
£270,000
North Yorkshire IFA with £28m FUM and loyal client base
Ref: 15244
Current Turnover
£270,000
Offers Over
£700,000
Established
15 to 20 years
Gross Recurring Revenue
150-200k
Number of Staff
1 to 3
Location
North East and Yorkshire
Current turn over circa: £270,000
Offers over: £700,000
Established: 15 to 20 years
Gross Recurring Revenue: 150-200k
Number of staff: 1 to 3
Locations: North Yorkshire
Additional Notes: This two adviser practice has been established in this North Yorkshire town for almost 20 years. Continuity of high service levels are sought for this mainly local client base. A warm handover of up to two years can be provided to ensure maximum client retention.
For more information please call 01765 698 699 and quote the reference number 15244 ask for Oliver Macer
