£23m AUM with £106k RI and Significant Revenue Uplift Potential

Current turn over circa: £125,000

Offers over: £450,000

Established: 15 to 20 years

Gross Recurring Revenue: 100-150k

Number of staff: 1

Locations: South Yorkshire

Additional Notes: Acquiring this firm would add c.£23m of invested funds across 80 households, with an average client age of just 65 and an average client value of above £290k.

With a low average on-going adviser charge of around 0.5%, generates a recurring income of around £106k. There is an also opportunity for you to bolt on his clients and potentially see huge uplifts while significantly raising the value that you could generate from those clients.

The current owner is committed to supporting a smooth transition and is willing to provide assistance over a period of 2 years, ensuring continuity and minimal disruption for all parties.

For more information please call 01765 698 699 and quote the reference number 32063 ask for Oliver Macer