This listing Has Been Sold

£54m FUM IFA generating £475k in Recurrung Revenue

Current turn over circa: £475,000

Offers over: £1,500,000

Established: 15 to 20 years

Gross Recurring Revenue: 300-500k

Number of staff: 1 to 3

Locations: South Yorkshire

Locations: Sheffield

Additional Notes: Average on-going advisor charge of 0.7% meaning room for potential uplift.

Average portfolio per household of £320k, meaning time won't be wasted visiting low value clients.

No risky products in the business.

For more information please call 01765 698 699 and quote the reference number 30946 ask for Byron Snaith

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