North Yorkshire IFA with £28m FUM and loyal client base

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 Byron Snaith