£540,000
£75m FUM IFA in Shropshire
Ref: 31802
Current Turnover
£540,000
Offers Over
£1,225,000
Established
30 to 35 years
Gross Recurring Revenue
300-500k
Number of Staff
3 to 5
Location
North West and Cumbria
Current turn over circa: £540,000
Offers over: £1,225,000
Established: 30 to 35 years
Gross Recurring Revenue: 300-500k
Number of staff: 3 to 5
Additional Notes: This firm has an average portfolio size per household above £425k, meaning you will be taking on highly efficient and profitable clients.
c. 90% of the assets are with three major providers, increasing the simplicity of the transition post-sale.
For more information please call 01765 698 699 and quote the reference number 31802 ask for Oliver Macer
