Current turn over circa: £2,500,000
Offers over: £7,750,000
Established: 25 to 30 years
Gross Recurring Revenue: 1-2m
Number of staff: 5 to 10
Locations: West Midlands
Additional Notes:
West Midlands Hub Business Managing £300m FUM Housing Only Chartered Advisers
- The Practice provides advice for 600 family units with an average portfolio size of c.£500,000
- The firm added £35m FUM last year from professional introducers alone
- Very few risky products advised within the business
For more information please call 01765 698 699 and quote the reference number 31019
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