£80,000
Taunton-IFA with £12m FUM and just 50 Households
Ref: 31530
Current Turnover
£80,000
Offers Over
£280,000
Established
More than 35 years
Gross Recurring Revenue
70-100k
Location
South West
Current turn over circa: £80,000
Offers over: £280,000
Established: More than 35 years
Gross Recurring Revenue: 70-100k
Number of staff: 0
Locations: Somerset
Additional Notes: With the small number of households all within a driveable distance, this represents a very manageable client bank.
An average on-going adviser charge of 0.75% gives potential for future uiplift.
For more information please call 01765 698 699 and quote the reference number 31530 ask for Edward Thorpe
