Sold
£346,000
£60m FUM IFA generating £300,000 in Recurring Revenue
Ref: 30965
Current Turnover
£346,000
Offers Over
£1,080,000
Established
20 to 25 years
Gross Recurring Revenue
300-500k
Number of Staff
3 to 5
Location
North West and Cumbria
Current turn over circa: £346,000
Offers over: £1,080,000
Established: 20 to 25 years
Gross Recurring Revenue: 300-500k
Number of staff: 3 to 5
Locations: Cheshire
Locations: Stockport
Additional Notes: Average portfolio size per household above a quarter of a million, meaning time won't be wasted visiting low-value clients.
Average household age of 54, meaning portfolios can continue to accumulate.
Average on-going advisor charge of 0.5%, leaving potential room for uplift.
For more information please call 01765 698 699 and quote the reference number 30965 ask for Byron Snaith
