£1,150,000
Highly Profitble IFA in the South West
Ref: 15517
Current Turnover
£1,150,000
Offers Over
£4,000,000
Established
25 to 30 years
Gross Recurring Revenue
1-2m
Number of Staff
5 to 10
Location
South West
Current turn over circa: £1,150,000
Offers over: £4,000,000
Established: 25 to 30 years
Gross Recurring Revenue: 1-2m
Number of staff: 5 to 10
Additional Notes: This business has an average portfolio size per household just below £0.5m, meaning you will be working with high quality and profitable clients.
With an on-going adviser charge of 0.6%, there is the potential for further uplift here and so boost revenue in the short-medium term.
For more information please call 01765 698 699 and quote the reference number 15517 ask for Toby Holbrey