Sold
£330,000
£28m FUM Client Bank via an Asset Purchase
Ref: 31022
Current Turnover
£330,000
Offers Over
£1,050,000
Established
5 to 10 years
Gross Recurring Revenue
300-500k
Number of Staff
1
Location
London and South East
Current turn over circa: £330,000
Offers over: £1,050,000
Established: 5 to 10 years
Gross Recurring Revenue: 300-500k
Number of staff: 1
Locations: Surrey
Locations: Redhill
Additional Notes: Average on-going advisor charge of 0.5, representing significant room for further uplift.
Average age per client of 50, meaning portfolios can continue to accumulate.
For more information please call 01765 698 699 and quote the reference number 31022 ask for Toby Holbrey
