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

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