North-West IFA with £500k Recurring Revenue

Current turn over circa: £510,000

Offers over: £2,000,000

Established: 20 to 25 years

Gross Recurring Revenue: 0.5-1m

Number of staff: 3 to 5

Additional Notes: This business has just one adviser with £60m of FUM who is looking to remain for several years, meaning you can keep a highly productive adviser and ensure strong client retention.

The firm also has an average size portfolio per household above £500k, so you will be acquiring high quality clients.

For more information please call 01765 698 699 and quote the reference number 31769 ask for Edward Thorpe