Current turn over circa: £100,000

Offers over: £350,000

Established: 5 to 10 years

Gross Recurring Revenue: 70-100k

Number of staff: 1 to 3

Locations: Cheshire

Additional Notes: Longer-Term Succession Plan needed. Looking to Merge with a Buyer a secure a Guaranteed exit strategy.

Average On-going Adviser Charge = 0.50

Total FUM = 8,000,000
Total FUI (Funds with no ongoing charge) = 4,000,000

Back Office
Back Office System = iO

For more information please call 01765 698 699 and quote the reference number 30408

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