£1,250,000
South-West IFA with £175m FUM
Ref: 31696
Current Turnover
£1,250,000
Offers Over
£4,500,000
Established
15 to 20 years
Gross Recurring Revenue
1-2m
Number of Staff
5 to 10
Location
South West
Current turn over circa: £1,250,000
Offers over: £4,500,000
Established: 15 to 20 years
Gross Recurring Revenue: 1-2m
Number of staff: 5 to 10
Additional Notes: With an average portfolio size per household above £0.5m, you will be servicing highly profitable clients.
This business is highly aligned to two major platforms, ensuring a smoother transition of client assets.
For more information please call 01765 698 699 and quote the reference number 31696 ask for Toby Holbrey
