Local one man band managing £13m FUM with an average ongoing advisory charge of .5%
Current turn over circa: £80,000
Offers over: £250,000
Established: 20 to 25 years
Gross Recurring Revenue: 50-70k
Number of staff: 0
Locations: West Midlands
Additional Notes: Local one man band managing £13m FUM with an average ongoing advisory charge of .5%
No risky products have been advised to the clients by the company, hence minimal and consistent liability to be taken forward.
Highly profitable as there is no staff or office to be taken onboard through the acquisition in addition to potential uplift of the .5% advisory fees
Very local client base with over 80% being within 30 miles from the office thus heightening the efficiency in servicing the clients.
For more information please call 01765 698 699 and quote the reference number 30490 ask for Oliver Macer
