Sold
£115,000
Worcester based and is directly authorised IFA holding 10m FUM comprised of high net worth clients
Ref: 30428
Current Turnover
£115,000
Offers Over
£310,000
Established
10 to 15 years
Gross Recurring Revenue
70-100k
Number of Staff
1
Location
South West
Current turn over circa: £115,000
Offers over: £310,000
Established: 10 to 15 years
Gross Recurring Revenue: 70-100k
Number of staff: 1
Locations: Worcestershire
Additional Notes: Unique wealth management acquisition opportunity housing £10m FUM comprised of high net worth clients and is Directly Authorised.
90% of clients are within an hour drive thus ensuring highly efficient servicing, increasing cash flow for the acquire and minimising time spent traveling.
The Practice has an average client portfolio holding of £250,000, ensuring every single client is profitable and high margin.
For more information please call 01765 698 699 and quote the reference number 30428 ask for Oliver Macer
