Bristol Centered, Portable Client Bank of £15m FUM with the Majority of Clients Being Small Business Owners and no Liability Being assumed by the Acquiring Party.

Current turn over circa: £250,000

Offers over: £510,000

Established: 5 to 10 years

Gross Recurring Revenue: 100-150k

Number of staff: 1

Locations: Bristol

Additional Notes:
Bristol Centered, Portable Client Bank of £15m FUM with the Majority of Clients Being Small Business Owners and no Liability Being assumed by the Acquiring Party.

The typical age of the Business Owner Client is c.50-55 with the vast majority of clients still in accumulation. The client bank is accumulating c.£0.5m FUM year on year due to the younger demographic and represents a book with many decades of Cash Flow remaining within the client bank.

The business has been newly directly authorised with no liability assumed by the acquiring party.

For more information please call 01765 698 699 and quote the reference number 30287 ask for Toby Holbrey