Sold
£225,000
£37m FUM Asset Sale generating £225k in turnover
Ref: 30942
Current Turnover
£225,000
Offers Over
£625,000
Established
5 to 10 years
Gross Recurring Revenue
150-200k
Location
North East and Yorkshire
Current turn over circa: £225,000
Offers over: £625,000
Established: 5 to 10 years
Gross Recurring Revenue: 150-200k
Number of staff: 0
Locations: South Yorkshire
Locations: Bawtry
Additional Notes: Average portfolios per household above £260k meaning each client is worth investing time in.
On an average on-going advisor charge of 0.65%, leaving room for potential uplift.
No staff need to be taken on making this a clean potential acquisition.
For more information please call 01765 698 699 and quote the reference number 30942 ask for Oliver Macer
