Reference: 27170 | Region: Northern Ireland , Selling | Price: c£2,300,000 | Funds Under Management: £90,000,000 |
Recurring Income: £755,000 | No of Active Households: 650

This business has c£90m of FuM with £65m of that being looked after by the Director and the rest is owned by two self employed advisers who are open to selling their client bank at the same time as the Director. The overall business generates £755k in recurring income plus, £237k in new business income. Very successful business plan in place where they are adding £8m – £10m each year.

Ongoing charge is 0.85%.

The Director is in their 40’s and looking for a better work/life balance and is ready to step down from advising and focus on running / growing the business. Flexible on what capacity this role needs to be.