Sold
£75,000
Southampton-based IFA generating £15m FUM with an average ongoing charge of 0.5%
Ref: 30849
Current Turnover
£75,000
Offers Over
£290,000
Established
15 to 20 years
Gross Recurring Revenue
70-100k
Number of Staff
1
Location
South West
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 ask for Toby Holbrey
