Current turn over circa: £220,000

Offers over: £750,000

Established: 15 to 20 years

Gross Recurring Revenue: 200-300k

Number of staff: 1

Additional Notes: With an average household FUM of £500k, this represents a core group of profitable clients.

Over 90% of the FUM is with one major platform, simplifying the transition post sale.

For more information please call 01765 698 699 and quote the reference number 31676

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