£300,000
£55m FUM Client Bank in the West Midlands Seeking an Asset Purchase
Ref: 31520
Current Turnover
£300,000
Offers Over
£950,000
Established
5 to 10 years
Gross Recurring Revenue
200-300k
Location
West Midlands
Current turn over circa: £300,000
Offers over: £950,000
Established: 5 to 10 years
Gross Recurring Revenue: 200-300k
Number of staff: 0
Locations: West Midlands
Additional Notes: - With an on-going adviser charge of 0.65%, there is potential for future uplift.
- This is a young client base, with most of the clients in their 50s, meaning portfolios can contiunue to acccumulate.
For more information please call 01765 698 699 and quote the reference number 31520 ask for Oliver Macer
