£1,200,000
Effiecient IFA Firm in the North West with £300m FUM
Ref: 31944
Current Turnover
£1,200,000
Offers Over
£4,000,000
Established
15 to 20 years
Gross Recurring Revenue
1-2m
Number of Staff
5 to 10
Location
North West and Cumbria
Current turn over circa: £1,200,000
Offers over: £4,000,000
Established: 15 to 20 years
Gross Recurring Revenue: 1-2m
Number of staff: 5 to 10
Additional Notes: The business has an average household over of £500k, so you will be working with and servicing profitable clients.
There is an average ongoing adviser charge below 0.5%, so there is the potential for a further uplift in recurring revenues in the future.
For more information please call 01765 698 699 and quote the reference number 31944 ask for Byron Snaith
