Sold
£160,000
Worcestershire Retiring IFA Managing c.£20m FUM Which Generates £150,000 of Recurring Income from 50 Households
Ref: 30788
Current Turnover
£160,000
Offers Over
£540,000
Established
20 to 25 years
Gross Recurring Revenue
150-200k
Number of Staff
1
Location
London and South East
Current turn over circa: £160,000
Offers over: £540,000
Established: 20 to 25 years
Gross Recurring Revenue: 150-200k
Number of staff: 1
Locations: Worcestershire
Additional Notes:
Retiring IFA Managing c.£20m FUM Which Generates £150,000 of Recurring Income from 50 Households
- The average investment per household is close to £400,000 with very few clients under £100,000 and thus the vast majority of clients are profitable to service.
- The clients sit within a Completely clean business with no liability within the limited company.
No staff/premises will come with the acquisition.
For more information please call 01765 698 699 and quote the reference number 30788 ask for Byron Snaith
