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£20m FUM Retiring IFA generating £90,000 in Recurring Revenue

Current turn over circa: £95,000

Offers over: £315,000

Established: 10 to 15 years

Gross Recurring Revenue: 70-100k

Number of staff: 1 to 3

Locations: West Midlands

Locations: Birmingham

Additional Notes: With an average on-going advisor charge of 0.6%, there is potential for further uplift in fees.

For more information please call 01765 698 699 and quote the reference number 31165 ask for Edward Thorpe

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