£30m FUM | £280k RI | 220 Households | Strong Bolt-On Opportunity

Current turn over circa: £300,000

Offers over: £1,000,000

Established: 5 to 10 years

Gross Recurring Revenue: 200-300k

Number of staff: 1

Locations: Derbyshire

Additional Notes: This Derbyshire-based firm manages c.£30m FUM, generating recurring income of £280k. It's a manageable client base allows for a seamless integration, a swift and efficient bolt-on that should accelerate profitability within your existing structure from day one.

The business serves 220 households, with an average portfolio value exceeding £136k. This client base is highly manageable and ideally suited to a smooth and efficient integration into an existing advice business.

This firm currently operates as part of the TP network and therefore the owner is looking for a business who can maintain their investment propositions.

For more information please call 01765 698 699 and quote the reference number 32069 ask for Oliver Macer