Highly Portable Based Client Bank with £8m FUM, Zero Exposure to Any Risky Products with Over 80% of the Clients in the Essex and Ipswich Area
Current turn over circa: £75,000
Offers over: £250,000
Established: 20 to 25 years
Gross Recurring Revenue: 70-100k
Number of staff: 1
Locations: Ipswich
Additional Notes:
Highly Portable Based Client Bank with £8m FUM, Zero Exposure to Any Risky Products with Over 80% of the Clients in the Essex and Ipswich Area
The practice has been around for over two decades with virtually zero DB transfer exposure and a focus on financial planning. The Practice represents one of the cleanest and most efficient Business you’re likely to see anywhere on the marketplace at this time.
The firm's client bank is extremely local with over 80% of clients within 1 hours drive. The business is thus highly portable and any acquirer will be able to service the clients efficiently, eliminating the need for excessive traveling and heightening cash flow generation of the acquisition.
For more information please call 01765 698 699 and quote the reference number 21902 ask for Edward Thorpe
