£1,000,000
Yorkshire IFA with £125m FUM
Ref: 31914
Current Turnover
£1,000,000
Offers Over
£3,500,000
Established
15 to 20 years
Gross Recurring Revenue
0.5-1m
Number of Staff
5 to 10
Location
North East and Yorkshire
Current turn over circa: £1,000,000
Offers over: £3,500,000
Established: 15 to 20 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 5 to 10
Additional Notes: This business had an average portfolio size per household above £250,000, so you will be servicing high quality clients.
With an average ongoing adviser charge of 0.6%, there is the potential for future increase in revenues.
There is an office in place, as well as advisers and back-office staff members, so this would suit either a firm in the area or someone looking to gain a presence.
For more information please call 01765 698 699 and quote the reference number 31914 ask for Oliver Macer
