Sold
£30,000
Oxfordshire Client Bank £4m FUM circa 30 clients
Ref: 30021
Current Turnover
£30,000
Offers Over
£100,000
Established
10 to 15 years
Gross Recurring Revenue
30-50k
Number of Staff
1
Location
South West
Current turn over circa: £30,000
Offers over: £100,000
Established: 10 to 15 years
Gross Recurring Revenue: 30-50k
Number of staff: 1
Locations: Oxfordshire
Additional Notes: Oxfordshire IFA client bank, £4m in Funds under management, £30,000 of Recurring Revenue, only 30 clients, offers invited above £100,000 for a goodwill and asset sale. Looking for a minimum of 50% deposit and deferred payment over 12 to 24 months. Primarily, my client gives advice on Investment and Pensions and is more than happy to give a warm handover of these loyal clients to ensure an easy transition to a new company.
For more information please call 01765 698 699 and quote the reference number 30021 ask for Toby Holbrey
