Sold
£60,000
Milton Keynes-based IFA generating £40k in Recurring Income
Ref: 30862
Current Turnover
£60,000
Offers Over
£140,000
Established
20 to 25 years
Gross Recurring Revenue
30-50k
Location
East Midlands
Current turn over circa: £60,000
Offers over: £140,000
Established: 20 to 25 years
Gross Recurring Revenue: 30-50k
Number of staff: 0
Locations: Buckinghamshire
Locations: Milton Keynes
Additional Notes: At £4.5m FUM, this tidy client bank could represent a nice bolt on for a practice.
Average client age of 55, meaning portfolios will continue accumulating and grow with little effort or stimulus.
One-man band with no products, this acquisition would represent a simple addition to the business.
For more information please call 01765 698 699 and quote the reference number 30862 ask for Toby Holbrey
