£100,000
Exeter-IFA with £15m FUM and an Average on-going Advisor Charge of 0.5%
Ref: 31122
Current Turnover
£100,000
Offers Over
£360,000
Established
15 to 20 years
Gross Recurring Revenue
70-100k
Location
South West
Current turn over circa: £100,000
Offers over: £360,000
Established: 15 to 20 years
Gross Recurring Revenue: 70-100k
Number of staff: 0
Locations: Devon
Locations: Exeter
Additional Notes: With an average portfolio size per-household of £250,000, time will be spent servicing high-value clients.
For more information please call 01765 698 699 and quote the reference number 31122 ask for Toby Holbrey
