Leeds based practice with £30m FUM generating £185,000 in Recurring Revenue

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 Byron Snaith