South-West IFA with £175m FUM

Current turn over circa: £1,250,000

Offers over: £4,500,000

Established: 15 to 20 years

Gross Recurring Revenue: 1-2m

Number of staff: 5 to 10

Additional Notes: With an average portfolio size per household above £0.5m, you will be servicing highly profitable clients.

This business is highly aligned to two major platforms, ensuring a smoother transition of client assets.

For more information please call 01765 698 699 and quote the reference number 31696 ask for Edward Thorpe

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