On Hold
£150,000
Exeter IFA with £25m FUM on a 0.5% average on-going advisor charge.
Ref: 31084
Current Turnover
£150,000
Offers Over
£535,000
Established
20 to 25 years
Gross Recurring Revenue
100-150k
Number of Staff
1
Location
South West
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 ask for Toby Holbrey
