Current turn over circa: £70,000

Offers over: £240,000

Established: 5 to 10 years

Gross Recurring Revenue: 50-70k

Number of staff: 0

Additional Notes: Local one man band holding £12.5m FUM generating £60,000 of recurring revenue.

Th £12.5m of FUM is accumulated through 40 households resulting in average portfolio sizes being over £300,000. These clients are highly profitable and easily intefrated into an existing IFA.

The average ongoing advisory charge is just shy of.5% meaning there is room to potentially grow on the recurring revenue through uplift, increasing the time taken for return on the investment.

For more information please call 01765 698 699 and quote the reference number 30515

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