Under Offer
£200,000
Leeds based practice with £30m FUM generating £185,000 in Recurring Revenue
Ref: 30970
Current Turnover
£200,000
Offers Over
£665,000
Established
20 to 25 years
Gross Recurring Revenue
150-200k
Number of Staff
1
Location
North East and Yorkshire
Current turn over circa: £200,000
Offers over: £665,000
Established: 20 to 25 years
Gross Recurring Revenue: 150-200k
Number of staff: 1
Locations: North Yorkshire
Locations: Leeds
Additional Notes: Average portfolio per household of £385,000, meaning time will not be wasted on low-value households.
Average age per household of 62, representing opportunity for the portfolio to continue to accumulate.
Average on-going advisor charge of 0.6, meaning there is room for potential uplift.
For more information please call 01765 698 699 and quote the reference number 30970 ask for Oliver Macer
