Sold
£175,000
Local one man band housing £35m of clients Funds with an average advisory charge of .4%
Ref: 30543
Current Turnover
£175,000
Offers Over
£540,000
Established
10 to 15 years
Gross Recurring Revenue
100-150k
Number of Staff
1
Location
South West
Current turn over circa: £175,000
Offers over: £540,000
Established: 10 to 15 years
Gross Recurring Revenue: 100-150k
Number of staff: 1
Additional Notes: Local one man band housing £35m of clients Funds with an average advisory charge of .4%
This firm can bring to you £35m FUM with recurring revenue of £120,000 representing a significant chance of uplift, accelerating the return on investment.
There are 150 households with an average portfolio size of over £225,000
For more information please call 01765 698 699 and quote the reference number 30543 ask for Toby Holbrey
