One man band managing £80m of clients funds, operating on an average ongoing advisory charge of .35%

Current turn over circa: £800,000

Offers over: £1,200,000

Established: 30 to 35 years

Gross Recurring Revenue: 200-300k

Number of staff: 0

Additional Notes: One man band managing £80m of clients funds, operating on an average ongoing advisory charge of .35%

There are no staff or premises to be included within the sale of the business, therefore it is very easy to integrate, maximising the return on investment as the costs are minimal.

There are 400 households with an average portfolio size being £200,000 meaning all clients are profitable in their own right and there are no few clients that represent a significant chunk of the FUM, thus diminishing the risks involved.

What's unique about this opportunity is the fact the average ongoing advisory charge in .35% with the principal open to increase and willing to endorse for any prospective buyer where there is increased service and benefit for the client.

For more information please call 01765 698 699 and quote the reference number 30487 ask for Oliver Macer