Sold
£240,000
Gloucester IFA with £40m FUM and an Average On-Going Advisor Charge of 0.45%
Ref: 31093
Current Turnover
£240,000
Offers Over
£485,000
Established
25 to 30 years
Gross Recurring Revenue
150-200k
Number of Staff
1
Location
South West
Current turn over circa: £240,000
Offers over: £485,000
Established: 25 to 30 years
Gross Recurring Revenue: 150-200k
Number of staff: 1
Locations: Gloucestershire
Locations: Gloucester
Additional Notes: With an average portfolio size per-household of £500,000, time will be spent with high-value clients.
For more information please call 01765 698 699 and quote the reference number 31093 ask for Toby Holbrey
