Current turn over circa: £346,000

Offers over: £1,080,000

Established: 20 to 25 years

Gross Recurring Revenue: 300-500k

Number of staff: 3 to 5

Locations: Cheshire

Locations: Stockport

Additional Notes: Average portfolio size per household above a quarter of a million, meaning time won't be wasted visiting low-value clients.

Average household age of 54, meaning portfolios can continue to accumulate.

Average on-going advisor charge of 0.5%, leaving potential room for uplift.

For more information please call 01765 698 699 and quote the reference number 30965

IFA similar to this