On Hold
£100,000
West Midlands, One Man band housing c.£20m FUM with a low OAC of just 0.35%
Ref: 30603
Current Turnover
£100,000
Offers Over
£250,000
Established
20 to 25 years
Gross Recurring Revenue
50-70k
Location
West Midlands
Current turn over circa: £90,000
Offers over: £210,000
Established: 20 to 25 years
Gross Recurring Revenue: 50-70k
Number of staff: 0
Additional Notes: West Midlands based 1 man band housing £15m FUM with an average ongoing advisory charge of .35%
This firm looks after 200 Households with an average portfolio size of over £150k.
The firm is restricted with Aviva and looking for an acquirer to maintain the investment porposition
For more information please call 01765 698 699 and quote the reference number 30603 ask for Oliver Macer
