Local IFA housing £10m FUM with an average ongoing advisory charge of .5% looking for the right home for his clients

Ref: 30614

Current Turnover

£75,000

Offers Over

£200,000

Established

20 to 25 years

Gross Recurring Revenue

50-70k

Location

South West

Current turn over circa: £75,000

Offers over: £200,000

Established: 20 to 25 years

Gross Recurring Revenue: 50-70k

Number of staff: 0

Additional Notes: Local IFA housing £10m FUM with an average ongoing advisory charge of .5% looking for the right home for his clients

An asset purchase of a 130 household client bank with the average portfolio size of £75,000 with zero infrastructure and staff to be taken on board so an incredibly easy and quick transaction.

For more information please call 01765 698 699 and quote the reference number 30614 ask for Edward Thorpe