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Southampton-based IFA generating £15m FUM with an average ongoing charge of 0.5%

Current turn over circa: £75,000

Offers over: £290,000

Established: 15 to 20 years

Gross Recurring Revenue: 70-100k

Number of staff: 1

Locations: Hampshire

Locations: Southampton

Additional Notes: Average portfolios of £250,000 meaning each client will be well worth seeing.

Average age of 50 so the portfolios will be accumulating and grow effortlessly.

The ongoing adviser charge of 0.5% represents huge potential for fee uplift and value accretion.

For more information please call 01765 698 699 and quote the reference number 30849

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