£10m AUM Directly Authorised Firm For Sale

Current turn over circa: £50,000

Offers over: £150,000

Established: 15 to 20 years

Gross Recurring Revenue: 30-50k

Number of staff: 1

Locations: West Glamorgan

Additional Notes: This business is a sole adviser with no office or staff, meaning the purchase would be almost entirely profit for a purchaser with advisory capacity.

The clients are along the M4 corridor between Swansea and Bristol, and down the M5 to Taunton, and would ideally be served by an adviser who can maintain those face to face relationships.

The adviser charge is only 0.5%, meaning there is significant scope for uplift with a suitable purchaser.

The adviser is looking for a quick process and exit, so would be particularly suitable for a firm with existing capacity in its adviser base for such clients.

For more information please call 01765 698 699 and quote the reference number 32106 ask for Toby Holbrey