(SOLD – SIMILAR REQUIRED) Client Base + Trail - South Coast - £68,000 T/O
Seller Ref : 77
LOCATION: Southampton
TURNOVER: £68,000
RECURRING INCOME: Circa £25,000
FUNDS UNDER INFLUENCE: £3 Million
CLIENT BANK: 200 Professional Clients (100 active)
PRICE: £45,000 +
Your opportunity to acquire an established "Old Model" practice in the infancy of moving their clients monies onto platforms. With over 10 years of trading history in the Southampton area you will enjoy a warm relationship with new clients and the opportunity to discuss immediate needs relating to financial planning. The business has historically transacted a good spread of business across Investments, Pensions & Protection.
LOCATION: Southampton
TURNOVER: £68,000
RECURRING INCOME: Circa £25,000
FUNDS UNDER INFLUENCE: £3 Million
CLIENT BANK: 200 Professional Clients (100 active)
PRICE: £45,000 +
Your opportunity to acquire an established "Old Model" practice in the infancy of moving their clients monies onto platforms. With over 10 years of trading history in the Southampton area you will enjoy a warm relationship with new clients and the opportunity to discuss immediate needs relating to financial planning. The business has historically transacted a good spread of business across Investments, Pensions & Protection.
