On Hold Sash

Exeter IFA with £25m FUM on a 0.5% average on-going advisor charge.

Current turn over circa: £150,000

Offers over: £535,000

Established: 20 to 25 years

Gross Recurring Revenue: 100-150k

Number of staff: 1

Locations: Devon

Locations: Exeter

Additional Notes: Average portfolio per-household of £300k, meaning time won't be wasted with low value clients.

No high-risky products within the business.

For more information please call 01765 698 699 and quote the reference number 31084

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