Taunton-IFA with £12m FUM and just 50 Households

Current turn over circa: £80,000

Offers over: £280,000

Established: More than 35 years

Gross Recurring Revenue: 70-100k

Number of staff: 0

Locations: Somerset

Additional Notes: With the small number of households all within a driveable distance, this represents a very manageable client bank.

An average on-going adviser charge of 0.75% gives potential for future uiplift.

For more information please call 01765 698 699 and quote the reference number 31530 ask for Edward Thorpe

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