Oxfordshire based firm housing £70m FUM with an ongoing advisory charge of .5%

Current turn over circa: £400,000

Offers over: £1,500,000

Established: 5 to 10 years

Gross Recurring Revenue: 300-500k

Number of staff: 0

Locations: Oxfordshire

Additional Notes: Oxfordshire based firm housing £70m FUM with an ongoing advisory charge of .5%

Established IFA with long term client relationships of 20 years plus is now seeking a safe pair of hands for his loyal client base. Unique in the fact that majorty of the clients are serviced remotely and do not require the face to face approach.

60% of the business is comprised of investments and 40% pensions with the average client portfolio size being £250k.

Fantastically vanilla IFA conducting no risky products thus, minimising the liability and maintaining a consistently low PI cost.

For more information please call 01765 698 699 and quote the reference number 30451

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