South West IFA Selling £31m FUM across 120 households

Current turn over circa: £250,000

Offers over: £700,000

Established: 10 to 15 years

Gross Recurring Revenue: 150-200k

Number of staff: 1 to 3

Locations: Somerset

Additional Notes: Average ongoing fees of 0.6% providing unusual room for uplifting fees.

Clean DA business as no high risk products have been advised to clients and there are no upheld or outstanding complaints.

For more information please call 01765 698 699 and quote the reference number 15496 ask for Edward Thorpe

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