Home / IFA Firms For Sale / West Midlands / Sole Trader with HNW client bank circa 60 households
Sold
£220,000

Sole Trader with HNW client bank circa 60 households

Ref: 30164
Current Turnover
£220,000
Offers Over
£595,000
Established
15 to 20 years
Gross Recurring Revenue
150-200k
Number of Staff
1 to 3
Location
West Midlands

Current turn over circa: £ 220,000

Offers over: £ 595,000

Established: 15 to 20 years

Gross Recurring Revenue: 150-200k

Number of staff: 1 to 3

Locations: West Midlands

Additional Notes: With over 17m FUM and average portfolio per household circa 350k this client bank consists of many senior armed forces individuals with the majority of funds held with Transact

For more information please call 01765 698 699 and quote the reference number 30164 ask for Edward Thorpe

West Midlands

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ET
Edward Thorpe
Quote reference: Show me more sellers like this Ref: 30164

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