Home / IFA Firms For Sale / South West / Asset Client Bank Sale of £45m FUM generating £250,000 of recurring revenue.
£350,000

Asset Client Bank Sale of £45m FUM generating £250,000 of recurring revenue.

Ref: 30513
Current Turnover
£350,000
Offers Over
£1,000,000
Established
10 to 15 years
Gross Recurring Revenue
200-300k
Location
South West

Current turn over circa: £350,000

Offers over: £1,000,000

Established: 10 to 15 years

Gross Recurring Revenue: 200-300k

Number of staff: 0

Additional Notes: Asset Client Bank Sale of £45m FUM generating £250,000 of recurring revenue.

No liability to be taken on board with the 200 clients to be integrated into the existing business.

Over £150,000 average portfolio size for the client with an average age of below 60. Thus, profitable clients tha can be serviced efficiently.

For more information please call 01765 698 699 and quote the reference number 30513 ask for Edward Thorpe

South West

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Edward Thorpe
Quote reference: Seller Ref: 30513