Sole Trader Managaing £13m FUM generating £100k turnover

Current turn over circa: £100,000

Offers over: £300,000

Established: More than 35 years

Gross Recurring Revenue: 70-100k

Number of staff: 0

Locations: Surrey

Locations: Guildford

Additional Notes: Average portfolio size per household of £236,000, meaning each client will be worth time servicing.

Average on-going advisor charge of 0.5, representing signiifcant uplift potential.

For more information please call 01765 698 699 and quote the reference number 31021

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