£130,000
North Wales IFA Generating c.£90k from 125 Households with Low Avg. On-Going Charge
Ref: 30408
Current Turnover
£130,000
Offers Over
£315,000
Established
5 to 10 years
Gross Recurring Revenue
70-100k
Number of Staff
1 to 3
Location
North West and Cumbria
Current turn over circa: £100,000
Offers over: £350,000
Established: 5 to 10 years
Gross Recurring Revenue: 70-100k
Number of staff: 1 to 3
Locations: Cheshire
Additional Notes: Longer-Term Succession Plan needed. Looking to Merge with a Buyer a secure a Guaranteed exit strategy.
Average On-going Adviser Charge = 0.50
Total FUM = 8,000,000
Total FUI (Funds with no ongoing charge) = 4,000,000
Back Office
Back Office System = iO
For more information please call 01765 698 699 and quote the reference number 30408 ask for Oliver Macer
