£250,000
South West IFA Selling £31m FUM across 120 households
Ref: 15496
Current Turnover
£250,000
Offers Over
£700,000
Established
10 to 15 years
Gross Recurring Revenue
150-200k
Number of Staff
1 to 3
Location
South West
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