£510,000
North-West IFA with £500k Recurring Revenue
Ref: 31769
Current Turnover
£510,000
Offers Over
£2,000,000
Established
20 to 25 years
Gross Recurring Revenue
0.5-1m
Number of Staff
3 to 5
Location
North West and Cumbria
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 Byron Snaith
