£600,000
Greater Manchester IFA with £52 million FUM at .05% ongoing charge
Ref: 31733
Current Turnover
£600,000
Offers Over
£850,000
Established
15 to 20 years
Gross Recurring Revenue
200-300k
Number of Staff
1
Location
North West and Cumbria
Current turn over circa: £600,000
Offers over: £850,000
Established: 15 to 20 years
Gross Recurring Revenue: 200-300k
Number of staff: 1
Locations: Greater Manchester
Additional Notes: With an average .05% ongoing adviser charge there is potential for future uplift.
A majority of FUM is on one platform, greatly increasing the simplicity of the transition.
Both principles are looking to retire and facilitate a smooth transition.
For more information please call 01765 698 699 and quote the reference number 31733 ask for Oliver Macer
