£100,000
Sole Trader Managaing £13m FUM generating £100k turnover
Ref: 31021
Current Turnover
£100,000
Offers Over
£300,000
Established
More than 35 years
Gross Recurring Revenue
70-100k
Location
South West
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 significant uplift potential.
For more information please call 01765 698 699 and quote the reference number 31021 ask for Toby Holbrey
