Current turn over circa: £80,000

Offers over: £245,000

Established: 10 to 15 years

Gross Recurring Revenue: 70-100k

Number of staff: 0

Locations: West Midlands

Additional Notes: One man band housing 11m FUM with an average advisory charge of .75%

This IFA is comprised of 60 households holding an average portfolio of £165,000 and average age of 65.

Fantastically vanilla practice as they have conducted zero risky products such as the DB transfers, EIS's, VCT's etc, therefore, there is minimal and consistent PI

For more information please call 01765 698 699 and quote the reference number 30464

IFA similar to this