£1,200,000
Yorkshire IFA with £160m FUM
Ref: 31946
Current Turnover
£1,200,000
Offers Over
£4,000,000
Established
10 to 15 years
Gross Recurring Revenue
1-2m
Number of Staff
5 to 10
Location
North East and Yorkshire
Current turn over circa: £1,200,000
Offers over: £4,000,000
Established: 10 to 15 years
Gross Recurring Revenue: 1-2m
Number of staff: 5 to 10
Additional Notes: This business has a sole adviser who is looking to handover the clients and then retire, so you will be bolting clients straight into your existing capacity.
With an average household value above £550k, these are also highly profitable clients who still have room to accumulate further.
For more information please call 01765 698 699 and quote the reference number 31946 ask for Oliver Macer
