On Hold
£95,000
£20m FUM Retiring IFA generating £90,000 in Recurring Revenue
Ref: 31165
Current Turnover
£95,000
Offers Over
£315,000
Established
10 to 15 years
Gross Recurring Revenue
70-100k
Number of Staff
1 to 3
Location
West Midlands
Current turn over circa: £95,000
Offers over: £315,000
Established: 10 to 15 years
Gross Recurring Revenue: 70-100k
Number of staff: 1 to 3
Locations: West Midlands
Locations: Birmingham
Additional Notes: With an average on-going advisor charge of 0.6%, there is potential for further uplift in fees.
For more information please call 01765 698 699 and quote the reference number 31165 ask for Edward Thorpe
