£300,000
Coventry Retiring IFA with 40 FUM
Ref: 30957
Current Turnover
£300,000
Offers Over
£800,000
Established
20 to 25 years
Gross Recurring Revenue
200-300k
Location
West Midlands
Current turn over circa: £300,000
Offers over: £800,000
Established: 20 to 25 years
Gross Recurring Revenue: 200-300k
Number of staff: 0
Locations: West Midlands
Locations: Coventry
Additional Notes: The average investment per household is over £200,000 and thus the vast majority of clients are profitable to service.
The ongoing adviser charge of 0.5% represents huge potential for fee uplift and value accretion.
No risky products have been advised to client within the company
For more information please call 01765 698 699 and quote the reference number 30957 ask for Oliver Macer
