Sold
£80,000
One man band housing 11m FUM with an average advisory charge of .75%
Ref: 30464
Current Turnover
£80,000
Offers Over
£245,000
Established
10 to 15 years
Gross Recurring Revenue
70-100k
Location
West Midlands
Current turn over circa: £80,000
Offers over: £245,000
Established: 10 to 15 years
Gross Recurring Revenue: 70-100k
Number of staff: 0
Locations: West Midlands
Additional Notes: One man band housing 11m FUM with an average advisory charge of .75%
This IFA is comprised of 60 households holding an average portfolio of £165,000 and average age of 65.
Fantastically vanilla practice as they have conducted zero risky products such as the DB transfers, EIS's, VCT's etc, therefore, there is minimal and consistent PI
For more information please call 01765 698 699 and quote the reference number 30464 ask for Oliver Macer
