On Hold
£75,000
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 Toby Holbrey
