£5.5M Client Bank Sale in North London

Current turn over circa: £40,000

Offers over: £90,000

Established: 5 to 10 years

Gross Recurring Revenue: 30-50k

Number of staff: 0

Locations: Greater London

Additional Notes: The adviser is looking for an immediate sale, with no office, liabilities, or staff transferring over - meaning this is a purely profitable opportunity for the purchasing party.

Clients are currently charged an average fee of 0.55%, leaving significant room for increased profitability.

The exiting adviser will not stay involved long-term post-sale, beyond ensuring a smooth handover and bedding-in period for clients - so there's no risk of conflict with the selling adviser over ongoing advice, platform, or portfolio decisions.

For more information please call 01765 698 699 and quote the reference number 32059 ask for Toby Holbrey