This listing Is Under Offer

Leeds based practice with £30m FUM generating £185,000 in Recurring Revenue

Current turn over circa: £200,000

Offers over: £665,000

Established: 20 to 25 years

Gross Recurring Revenue: 150-200k

Number of staff: 1

Locations: North Yorkshire

Locations: Leeds

Additional Notes: Average portfolio per household of £385,000, meaning time will not be wasted on low-value households.

Average age per household of 62, representing opportunity for the portfolio to continue to accumulate.

Average on-going advisor charge of 0.6, meaning there is room for potential uplift.

For more information please call 01765 698 699 and quote the reference number 30970 ask for Byron Snaith

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Location Turnover Offers Over
Glasgow£200000£570000
Cheshire£2000000£8000000
Lancashire£195000£450000
West Yorkshire£250000£750000