Reference: 26133 | Region: Midlands , Selling | Price: c£50,000 | Funds Under Management: £4,000,000 |
Recurring Income: £19,000 | No of Active Households: 70 individuals

The owner of this Financial Advisory firm has passed away therefore we are dealing with his son regarding the sale. The business is based in East Midlands with the majority of the clients based there as well.

The client bank consists of 70 clients with average holdings of c£65k. The business has c£4m FuM generating £19k in recurring income.

Ideally seeking consideration value in excess of £50k which is in line with 3 to 3.5 times recurring income.