£850,000
Dual Partner IFA Managing £170m FUM Generating c.£700,000 in Recurring Income
Ref: 30944
Current Turnover
£850,000
Offers Over
£2,750,000
Established
20 to 25 years
Gross Recurring Revenue
0.5-1m
Number of Staff
5 to 10
Location
South West
Current turn over circa: £850,000
Offers over: £2,750,000
Established: 20 to 25 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 5 to 10
Locations: Gloucestershire,Wiltshire
Additional Notes:
- The business houses largely High-Net worth clients with an average portfolio size of £750,000
- The business is highly profitable generating over £400,000 in operating profit
For more information please call 01765 698 699 and quote the reference number 30944 ask for Toby Holbrey
