£700,000
Scottish, HNW IFA with £90m FUM
Ref: 31590
Current Turnover
£700,000
Offers Over
£2,200,000
Established
3 to 5 years
Gross Recurring Revenue
300-500k
Number of Staff
5 to 10
Location
Scotland and Northern Ireland
Current turn over circa: £700,000
Offers over: £2,200,000
Established: 3 to 5 years
Gross Recurring Revenue: 300-500k
Number of staff: 5 to 10
Additional Notes: With an average household value over £600k, your time will be well spent with profitable clients.
An average client age in their mid-50s means there is still room for further portfolio accumulation.
For more information please call 01765 698 699 and quote the reference number 31590 ask for Toby Holbrey
