On Hold
£423,000
£50m FUM IFA generating £315k in Recurring Income
Ref: 30916
Current Turnover
£423,000
Offers Over
£1,075,000
Established
20 to 25 years
Gross Recurring Revenue
300-500k
Number of Staff
3 to 5
Location
North West and Cumbria
Current turn over circa: £423,000
Offers over: £1,075,000
Established: 20 to 25 years
Gross Recurring Revenue: 300-500k
Number of staff: 3 to 5
Locations: Lancashire
Locations: Kendal
Additional Notes: Average portfolio size per household of £250,000, meaning time won't be wasted servicing low-value clients.
Average charging structure of 0.625 so there is room for potential uplift.
No DB transfers in the business, representing a potential clean acquisition.
For more information please call 01765 698 699 and quote the reference number 30916 ask for Byron Snaith
