Sold
£120,000
Client bank of 80 households, £50,000 recurring from over £10 mill FUM
Ref: 30077
Current Turnover
£120,000
Offers Over
£175,000
Established
1-3 years
Gross Recurring Revenue
50-70k
Number of Staff
0-1
Location
North West and Cumbria
Current turn over circa: £ 120,000
Offers over: £ 175,000
Established: 1-3 years
Gross Recurring Revenue: 50-70k
Number of staff: 0-1
Locations: Cumbria
Additional Notes: Retiring seller looking for a safe home for his life's work. No complaints or regulations issues.
Opportunity to buy £50,000 of recurring revenue associated with over £10mill FUM. Business split - 70% investments, 25% pensions, 5% protection. All fee-based adviser charging where clients are seen annually.
Goodwill and asset purchase with 12 month handover period provided by the seller.
For more information please call 01765 698 699 and quote the reference number 30077 ask for Byron Snaith
