Local one man band housing £35m of clients Funds with an average advisory charge of .4%

Current turn over circa: £175,000

Offers over: £540,000

Established: 10 to 15 years

Gross Recurring Revenue: 100-150k

Number of staff: 1

Additional Notes: Local one man band housing £35m of clients Funds with an average advisory charge of .4%

This firm can bring to you £35m FUM with recurring revenue of £120,000 representing a significant chance of uplift, accelerating the return on investment.

There are 150 households with an average portfolio size of over £225,000

For more information please call 01765 698 699 and quote the reference number 30543

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