Coventry Retiring IFA with 40 FUM

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

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