Reference: 15092 | Region: Eastern , Selling | Price: £3,000,000 | Funds Under Management: £100,000,000 |
Recurring Income: £700,000 | No of Active Households: 160

The owner of this financial services firm is looking to secure an acquisition option that is appropriate for all 3 important stakeholders, himself, his clients and his staff. The Principal Financial Advisor would be interested in being authorised post sale and staying on to assist the business / acquirer.

The business is responsible for £100,000,000 FuM with an average 0.7% ongoing fee charging, as such generates £700,000 of recurring income. The client bank has a very healthy average holdings in excess of £600,000.