On Hold
£190,000
Opportunity to secure the future growth of over £33mill FUM via a guaranteed buyout and longer-term integration t reduce risk.
Ref: 30441
Current Turnover
£190,000
Offers Over
£600,000
Established
15 to 20 years
Gross Recurring Revenue
150-200k
Location
West Midlands
Current turn over circa: £190,000
Offers over: £600,000
Established: 15 to 20 years
Gross Recurring Revenue: 150-200k
Number of staff: 0
Additional Notes: Looking to join a firm as an AR and arrange a guaranteed buyout.
Directly authorized Ltd company.
Average On-going Adviser Charge = 0.5
Funds Distribution
Total FUM - 33,000,000
Total FUI - 10,000,000
No DB transfers
Average household portfolio size £200,000
For more information please call 01765 698 699 and quote the reference number 30441 ask for Edward Thorpe
