£50m AUM in South East and South Wales

Current turn over circa: £250,000

Offers over: £900,000

Established: 10 to 15 years

Gross Recurring Revenue: 200-300k

Number of staff: 1 to 3

Locations: Greater London

Additional Notes: The clients have an average of c.£600k AUM per household, making them highly profitable to service.

The firm operates under a network structure, meaning the sale would not transfer any liabilities from previous advice, reducing risk for a purchasing party.

Clients are currently charged 0.5% ongoing, providing clear scope to review pricing in line with market norms and improve long term profitability.

The majority of the client bank is based in the South East, however the ability to service clients in South Wales is essential.

For more information please call 01765 698 699 and quote the reference number 31974 ask for Toby Holbrey