Yorkshire IFA with £125m FUM

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 Byron Snaith

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