Worcestershire based directly authorised firm holding £25m FUM with average client portfolio size of £500,000 and advisory charge being .5%

Current turn over circa: £150,000

Offers over: £450,000

Established: 10 to 15 years

Gross Recurring Revenue: 100-150k

Number of staff: 0

Locations: Worcestershire

Additional Notes: Worcestershire based directly authorised firm holding £25m FUM with average client portfolio size of £500,000

The firm's client bank is extremely local with 95% of clients within an hours drive. The business is thus highly portable and any acquirer will be able to service the clients efficiently, eliminating the need for excessive travelling and maximising cash flow generation of the acquisition.

A unique opportunity as the client bank consists of high net work clients housing an average of £500,000 in portfolio size along with the ongoing advisory charging structure being .5%. Therefore, all clients are highly profitable and worth seeing with potential uplift to be generated over time.

For more information please call 01765 698 699 and quote the reference number 30429

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