Current turn over circa: £1,750,000

Offers over: £4,600,000

Established: 20 to 25 years

Gross Recurring Revenue: 1-2m

Number of staff: 5 to 10

Locations: West Midlands

Additional Notes:

Chartered IFA Managing £250m FUM Located in the West Midlands With Younger Advisers in the Business

- Average Ongoing Advisory Charge 0.5%
- The bulk of client Funds sit on 2/3 Platforms
- The majority of advisers wish to stay and grow the existing client bank

For more information please call 01765 698 699 and quote the reference number 30551

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