Current turn over circa: £250,000

Offers over: £750,000

Established: 10 to 15 years

Gross Recurring Revenue: 150-200k

Number of staff: 0

Locations: West Yorkshire

Additional Notes: Average ongoing charge of 0.5%.
Could carry on working with the business.
Approximately 100 clients.
Between £40mill and £50mill FUM
Looking at an offer of at least 3.75x recurring income.
No exposure to DB transfers of esoteric investments.
No complaints or regulation issues.
Share purchase required.

For more information please call 01765 698 699 and quote the reference number 30318

IFA similar to this