Sole Adviser in Stoke-On-Trent with £27m FUM

Current turn over circa: £280,000

Offers over: £975,000

Established: 15 to 20 years

Gross Recurring Revenue: 200-300k

Number of staff: 1 to 3

Additional Notes: Sole Retiring Adviser with £27m of FUM and £260k of Recurring Revenue

With there only being one adviser and no staff expected to remain in the business, this is an opportunity to bolt-on clients and recurring income straight into your business, taking on very little cost.

80-90% of the clients are located within 10 miles of the office in Staffordshire and most come to the office for reviews meaning travel time to see clients is kept to an absolute minimum

The seller is looking for 3.75x their recurring income on a share purchase.

For more information please call 01765 698 699 and quote the reference number 16809 ask for Oliver Macer