High-Net-Worth IFA with £300m FUM in the West Midlands

Current turn over circa: £2,250,000

Offers over: £8,000,000

Established: 15 to 20 years

Gross Recurring Revenue: More than 2m

Number of staff: 10 to 20

Additional Notes: The average portfolio size per household is £800,000, meaning you will be servicing high quality and loyal clients who can boost your profitability.

There are quality advisers in place who, alongside the back-office staff and office, would look to remain in place and so aid in the transition to another firm, increasing client retention.

For more information please call 01765 698 699 and quote the reference number 31947 ask for Oliver Macer