West-Midlands IFA with £85m FUM

Current turn over circa: £850,000

Offers over: £3,000,000

Established: 10 to 15 years

Gross Recurring Revenue: 0.5-1m

Number of staff: 5 to 10

Additional Notes: An average portfolio size per household above £600k means you will be servicing highly profitable clients.

This firm is very aligned to one major platform ensuring a smooth transition of client assets.

For more information please call 01765 698 699 and quote the reference number 31644 ask for Edward Thorpe

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