Average portfolio size £400,000, less than 100 clients, average client charge 0.5%.

Current turn over circa: £ 200,000

Offers over: £ 655,000

Established: 10-1 years

Gross Recurring Revenue: 150-200k

Number of staff: 1-3

Locations: Lancashire

Additional Notes: Husband and wives family run business for sale. Small Ltd company with a high-profit level of 75%.

Chartered business, never had a complaint. Low PI cost of less than £4000 per year.

Directly authorised.

Intelligent office back office system.

Vast uplift potential for the right firm; average ongoing charge is 0.5%. On FUM of approximately £40mill.

Less than 100 clients with an average portfolio size of £400,000.

All ongoing financial reviews. Most investments outsourced to risk-rated portfolios either MM funds, Managed Funds or models run by DFM.
Advising workforce structure

For more information please call 01765 698 699 and quote the reference number 30112 ask for Byron Snaith